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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,470 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $41,331 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $21,808 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $8,861 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,258 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,473 | $72,303-15.0% | $86,691-29.1% | $64,814-5.2% |
| Participation rate | 93.5% | 80.4%+13.0pp | 76.6%+16.9pp | 71.5%+22.0pp |
| Annual return | -10.54% | 392.77%-403.3pp | 35.94%-46.5pp | 32.84%-43.4pp |
| Employer contribution / active EE | $968 | $2,393-59.5% | $2,837-65.9% | $2,507-61.4% |
| Participant deferral / active EE | $7,655 | $4,660+64.3% | $4,656+64.4% | $4,310+77.6% |
| Admin fee / account holder | $276 | $174+58.7% | $7,492-96.3% | $188+47.0% |