Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $76,894 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,814 |
Filed as: EVERGREEN SHIPPING AGENCY (AMERICA) Service code 99 ONE EVERTRUST PLAZA 15F HRD · JERSEY CITY, NJ 07302 | Other Fees | $8,600 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $193,647 | $49,763+289.1% | $70,589+174.3% | $74,478+160.0% |
| Participation rate | 92.2% | 64.6%+27.6pp | 68.4%+23.8pp | 70.7%+21.5pp |
| Annual return | 16.58% | 21.21%-4.6pp | 32.80%-16.2pp | 34.37%-17.8pp |
| Employer contribution / active EE | $8,476 | $1,776+377.4% | $2,977+184.7% | $2,637+221.5% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $4,569-100.0% | $4,530-100.0% |
| Admin fee / account holder | $361 | $316+14.3% | $6,430-94.4% | $347+4.1% |