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 INC4 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $36,907 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,586 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,110 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,052 | $47,180-25.7% | $149,723-76.6% | $74,473-52.9% |
| Participation rate | 95.8% | 63.4%+32.4pp | 78.8%+17.1pp | 70.7%+25.1pp |
| Annual return | 15.20% | 22.75%-7.5pp | 134.50%-119.3pp | 34.36%-19.2pp |
| Employer contribution / active EE | $1,919 | $1,907+0.6% | $4,821-60.2% | $2,638-27.3% |
| Participant deferral / active EE | $2,678 | $2,730-1.9% | $5,682-52.9% | $4,530-40.9% |
| Admin fee / account holder | $196 | $343-42.9% | $13,215-98.5% | $347-43.6% |