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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $43,485 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,491 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,190 | $89,123-38.1% | $102,460-46.1% | $77,762-29.0% |
| Participation rate | 84.9% | 80.9%+4.0pp | 76.5%+8.4pp | 70.6%+14.3pp |
| Annual return | 12.11% | 25.05%-12.9pp | 29.47%-17.4pp | 31.27%-19.2pp |
| Employer contribution / active EE | $1,308 | $2,700-51.5% | $3,025-56.8% | $2,728-52.0% |
| Participant deferral / active EE | $3,459 | $5,148-32.8% | $5,056-31.6% | $4,651-25.6% |
| Admin fee / account holder | $242 | $236+2.6% | $9,460-97.4% | $433-44.1% |