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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 | $101,499-44.8% | $147,005-61.9% | $74,546-24.8% |
| Participation rate | 80.6% | 75.5%+5.1pp | 82.2%-1.5pp | 67.2%+13.4pp |
| Annual return | 18.73% | 8732.34%-8713.6pp | 418.76%-400.0pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $3,340 | $3,811-12.4% | $4,934-32.3% | $2,624+27.3% |
| Participant deferral / active EE | $6,666 | $7,304-8.7% | $8,070-17.4% | $4,347+53.3% |
| Admin fee / account holder | $290 | $1,748-83.4% | $13,006-97.8% | $1,944-85.1% |