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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $20,650 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,630 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,962 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,049 | $101,672-44.9% | $147,117-61.9% | $74,478-24.7% |
| Participation rate | 80.6% | 75.5%+5.1pp | 82.2%-1.6pp | 67.2%+13.4pp |
| Annual return | 18.73% | 8757.83%-8739.1pp | 420.54%-401.8pp | 1370.56%-1351.8pp |
| Employer contribution / active EE | $3,340 | $3,813-12.4% | $4,932-32.3% | $2,626+27.2% |
| Participant deferral / active EE | $6,666 | $7,305-8.7% | $8,065-17.3% | $4,350+53.2% |
| Admin fee / account holder | $290 | $1,753-83.4% | $12,993-97.8% | $1,946-85.1% |