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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $19,100 |
REILLY, PENNER & BENTON LLP4 years Service code 10 1233 N MAYFAIR RD STE 302 · MILWAUKEE, WI 532263255 | Accounting | $11,475 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,197 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,901 | $87,132-27.8% | $105,624-40.4% | $80,959-22.3% |
| Participation rate | 94.9% | 70.4%+24.5pp | 75.3%+19.6pp | 67.7%+27.2pp |
| Annual return | 9.52% | 17.03%-7.5pp | 116.20%-106.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,235 | $2,397-6.8% | $3,168-29.5% | $2,757-18.9% |
| Participant deferral / active EE | $5,730 | $3,985+43.8% | $5,013+14.3% | $4,300+33.3% |
| Admin fee / account holder | $258 | $8,449-96.9% | $10,961-97.6% | $6,925-96.3% |