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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. · NASHVILLE, TN 37238 | Advisory (Plan) | $62,657 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,562 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER ST. · HOUSTON, TX 77040 | Contract Administrator | $37,342 |
FIDUCIARY WISE, LLC3+ years Filed as: FIDUCIARY WISE LLC Service code 27 500 E BENRICH DR · GILBERT, AZ 85295 | Advisory (Plan) | $20,959 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,614 | $43,236-36.1% | $82,763-66.6% | $77,906-64.6% |
| Participation rate | 32.6% | 64.2%-31.6pp | 72.6%-40.0pp | 73.7%-41.1pp |
| Annual return | 30.85% | 2.40%+28.5pp | 702.45%-671.6pp | 12.16%+18.7pp |
| Employer contribution / active EE | $579 | $1,924-69.9% | $3,008-80.7% | $2,846-79.6% |
| Participant deferral / active EE | $1,546 | $3,069-49.6% | $4,395-64.8% | $4,805-67.8% |
| Admin fee / account holder | $131 | $102+27.5% | $5,325-97.5% | $133-1.4% |