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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $16,702 |
REILLY, PENNER & BENTON LLP3 years Service code 10 1233 N MAYFAIR RD STE 302 · MILWAUKEE, WI 532263255 | Accounting | $3,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,461 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,101 | $79,955-28.6% | $98,461-42.0% | $75,173-24.0% |
| Participation rate | 93.9% | 70.4%+23.5pp | 75.2%+18.7pp | 67.2%+26.7pp |
| Annual return | 13.51% | 19.75%-6.2pp | 21.17%-7.7pp | 160.72%-147.2pp |
| Employer contribution / active EE | $2,233 | $2,264-1.4% | $3,049-26.7% | $2,671-16.4% |
| Participant deferral / active EE | $5,460 | $3,752+45.5% | $4,738+15.2% | $4,126+32.3% |
| Admin fee / account holder | $55 | $6,841-99.2% | $8,961-99.4% | $5,651-99.0% |