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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) | $85,217 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,126 |
Filed as: EVERGREEN SHIPPING AGENCY (AMERICA) Service code 99 ONE EVERTRUST PLAZA 15F HRD · JERSEY CITY, NJ 07302 | Other Fees | $8,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,104 | $44,764+282.2% | $68,815+148.6% | $64,829+163.9% |
| Participation rate | 92.3% | 64.8%+27.6pp | 69.0%+23.3pp | 71.5%+20.8pp |
| Annual return | -16.08% | -10.91%-5.2pp | -6.37%-9.7pp | 32.85%-48.9pp |
| Employer contribution / active EE | $8,550 | $1,775+381.6% | $2,656+221.9% | $2,507+241.0% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,943-100.0% | $4,312-100.0% |
| Admin fee / account holder | $383 | $151+153.0% | $4,936-92.2% | $188+103.8% |