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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $66,878 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,004 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,480 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,409 | $89,123-17.6% | $102,460-28.4% | $77,762-5.6% |
| Participation rate | 93.1% | 80.9%+12.2pp | 76.5%+16.6pp | 70.6%+22.5pp |
| Annual return | 26.88% | 25.05%+1.8pp | 29.47%-2.6pp | 31.27%-4.4pp |
| Employer contribution / active EE | $951 | $2,700-64.8% | $3,025-68.6% | $2,728-65.1% |
| Participant deferral / active EE | $8,372 | $5,148+62.6% | $5,056+65.6% | $4,651+80.0% |
| Admin fee / account holder | $252 | $236+6.8% | $9,460-97.3% | $433-41.8% |