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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,207 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $20,115 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Service code 13 6737 W. WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $8,803 |
DWAYNE JOHNSON & ASSOCIATES S.C.1+ years Filed as: DWAYNE JOHNSON & ASSOCIATES Service code 10 W233 N2080 RIDGEVIEW PKWY · WAUKESHA, WI 53188 | Accounting | $4,030 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,327 | $73,638-50.7% | $95,956-62.1% | $73,493-50.6% |
| Participation rate | 89.8% | 76.2%+13.6pp | 77.1%+12.7pp | 70.7%+19.1pp |
| Annual return | 60.71% | 16.78%+43.9pp | 91.63%-30.9pp | 28.51%+32.2pp |
| Employer contribution / active EE | $2,732 | $1,863+46.7% | $2,541+7.5% | $2,270+20.4% |
| Participant deferral / active EE | $6,018 | $3,617+66.4% | $4,167+44.4% | $3,740+60.9% |
| Admin fee / account holder | $250 | $482-48.1% | $6,797-96.3% | $513-51.2% |