Filed February 19, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $4,575 |
Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $4,575 |
Filed as: UBS FINANCIAL SERVCIES INC Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE TN, TN 37238 | Advisory (Plan) | $1,103 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $87 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,959 | $65,390-64.9% | $169,368-86.4% | $71,457-67.9% |
| Participation rate | 88.0% | 67.0%+21.1pp | 77.1%+10.9pp | 67.9%+20.1pp |
| Annual return | 17.27% | 21.31%-4.0pp | 405.60%-388.3pp | 28.85%-11.6pp |
| Employer contribution / active EE | $909 | $2,079-56.3% | $4,013-77.3% | $2,588-64.9% |
| Participant deferral / active EE | $3,778 | $4,367-13.5% | $6,221-39.3% | $4,289-11.9% |
| Admin fee / account holder | $170 | $1,324-87.2% | $9,003-98.1% | $1,587-89.3% |