Filed October 14, 2022 (most recent of 4 filings on file)
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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) | $30,240 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,336 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,532 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,593 | $36,916-57.8% | $156,551-90.0% | $57,658-73.0% |
| Participation rate | 90.1% | 63.4%+26.7pp | 84.0%+6.1pp | 70.2%+19.9pp |
| Annual return | 8.18% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,582 | $1,571+0.7% | $5,501-71.2% | $1,974-19.8% |
| Participant deferral / active EE | $1,493 | $1,926-22.4% | $4,871-69.3% | $3,061-51.2% |
| Admin fee / account holder | $85 | $82+3.0% | $13,028-99.3% | $95-10.1% |