Filed March 17, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,052 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,424 | $46,339+32.6% | $143,801-57.3% | $64,829-5.3% |
| Participation rate | 100.0% | 64.3%+35.7pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.09% | -10.05%-5.0pp | -0.04%-15.1pp | 32.85%-47.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | -$38 | $2,648-101.5% | $5,639-100.7% | $4,312-100.9% |
| Admin fee / account holder | $32 | $154-79.3% | $14,680-99.8% | $188-83.0% |