Filed February 21, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 315 DEADERICK ST 5TH FL. · NASHVILLE, TN 37238 | Advisory (Plan) | $36,833 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 28 · EIN 35-0921680 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,143 |
COASTAL PENSION SERVICES1 year Service code 15 7230 LEE DEFOREST DR STE 102 · COLUMBIA, MD 21046 | Recordkeeping | $12,842 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,601 | $99,168-27.8% | $96,534-25.8% | $74,460-3.8% |
| Participation rate | 67.1% | 80.7%-13.5pp | 76.0%-8.9pp | 70.7%-3.6pp |
| Annual return | 19.01% | 22.40%-3.4pp | 25.88%-6.9pp | 34.38%-15.4pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,982 | $4,936-39.6% | $4,851-38.5% | $4,530-34.2% |
| Admin fee / account holder | $193 | $225-14.0% | $8,253-97.7% | $348-44.4% |