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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $20,470 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,151 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,030 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,745 | $61,391+18.5% | $149,723-51.4% | $71,529+1.7% |
| Participation rate | 77.9% | 62.5%+15.4pp | 78.8%-0.9pp | 67.9%+9.9pp |
| Annual return | 16.98% | 35.88%-18.9pp | 134.50%-117.5pp | 28.97%-12.0pp |
| Employer contribution / active EE | $2,751 | $2,384+15.4% | $4,821-42.9% | $2,590+6.2% |
| Participant deferral / active EE | $4,827 | $2,921+65.3% | $5,682-15.1% | $4,291+12.5% |
| Admin fee / account holder | $274 | $1,264-78.3% | $13,215-97.9% | $1,588-82.7% |