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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,983 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,528 |
REILLY, PENNER & BENTON LLP2 years Service code 10 1233 N MAYFAIR RD STE 302 · MILWAUKEE, WI 532263255 | Accounting | $7,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,444 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,797 | $72,620-25.9% | $90,760-40.7% | $66,938-19.6% |
| Participation rate | 93.3% | 73.7%+19.6pp | 75.7%+17.6pp | 69.8%+23.5pp |
| Annual return | -14.38% | -12.28%-2.1pp | -12.16%-2.2pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,023 | $2,369-14.6% | $2,922-30.8% | $2,545-20.5% |
| Participant deferral / active EE | $5,071 | $3,979+27.5% | $4,565+11.1% | $4,238+19.6% |
| Admin fee / account holder | $203 | $707-71.2% | $8,444-97.6% | $594-65.7% |