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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $97,883 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,582 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,873 | $41,647+19.8% | $96,192-48.2% | $86,821-42.6% |
| Participation rate | 59.5% | 50.3%+9.2pp | 68.4%-8.9pp | 72.3%-12.8pp |
| Annual return | 15.08% | 27.24%-12.2pp | 192.09%-177.0pp | 97.94%-82.9pp |
| Employer contribution / active EE | $1,023 | $1,328-23.0% | $2,799-63.4% | $2,406-57.5% |
| Participant deferral / active EE | $3,730 | $2,412+54.6% | $4,351-14.3% | $4,132-9.7% |
| Admin fee / account holder | $348 | $169+105.6% | $5,539-93.7% | $170+105.3% |