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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $18,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,140 | $72,607+14.5% | $90,749-8.4% | $66,914+24.2% |
| Participation rate | 53.2% | 73.7%-20.5pp | 75.7%-22.5pp | 69.8%-16.6pp |
| Annual return | -11.12% | -12.28%+1.2pp | -12.16%+1.0pp | 1.58%-12.7pp |
| Employer contribution / active EE | $434 | $2,369-81.7% | $2,921-85.1% | $2,544-82.9% |
| Participant deferral / active EE | $2,805 | $3,977-29.5% | $4,564-38.5% | $4,237-33.8% |
| Admin fee / account holder | $228 | $707-67.8% | $8,445-97.3% | $593-61.7% |