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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $83,012 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $25,651 |
ALLSPRING1 year Service code 52 · EIN 83-6834374 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2884967 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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 | $161,731 | $66,528+143.1% | $86,868+86.2% | $86,813+86.3% |
| Participation rate | 95.1% | 72.4%+22.7pp | 71.6%+23.4pp | 72.3%+22.8pp |
| Annual return | 20.62% | 19.56%+1.1pp | 63.53%-42.9pp | 97.93%-77.3pp |
| Employer contribution / active EE | $3,436 | $2,007+71.2% | $2,496+37.7% | $2,406+42.8% |
| Participant deferral / active EE | $4,405 | $3,240+36.0% | $3,699+19.1% | $4,131+6.6% |
| Admin fee / account holder | $34 | $148-77.3% | $5,829-99.4% | $170-80.2% |