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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 | $89,067-17.6% | $102,423-28.3% | $77,714-5.5% |
| Participation rate | 93.1% | 80.9%+12.2pp | 76.5%+16.6pp | 70.6%+22.5pp |
| Annual return | 26.88% | 25.01%+1.9pp | 29.42%-2.5pp | 31.26%-4.4pp |
| Employer contribution / active EE | $951 | $2,699-64.8% | $3,023-68.5% | $2,727-65.1% |
| Participant deferral / active EE | $8,372 | $5,147+62.7% | $5,054+65.6% | $4,649+80.1% |
| Admin fee / account holder | $252 | $236+6.9% | $9,455-97.3% | $433-41.8% |