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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $32,137 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,352 | $52,188-57.2% | $86,640-74.2% | $74,460-70.0% |
| Participation rate | 46.3% | 66.3%-20.0pp | 71.7%-25.4pp | 70.7%-24.4pp |
| Annual return | 18.56% | 44.46%-25.9pp | 592.52%-574.0pp | 34.38%-15.8pp |
| Employer contribution / active EE | $965 | $2,282-57.7% | $3,024-68.1% | $2,638-63.4% |
| Participant deferral / active EE | $1,012 | $3,383-70.1% | $4,438-77.2% | $4,530-77.6% |
| Admin fee / account holder | $4 | $319-98.6% | $5,616-99.9% | $348-98.7% |