Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $26,413 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,282 | $93,617+110.7% | $135,982+45.1% | $75,177+162.4% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 17.65% | 30.89%-13.2pp | 68.32%-50.7pp | 160.75%-143.1pp |
| Employer contribution / active EE | $8,432 | $3,538+138.3% | $4,859+73.5% | $2,671+215.7% |
| Participant deferral / active EE | $10,307 | $6,406+60.9% | $7,760+32.8% | $4,126+149.8% |
| Admin fee / account holder | $358 | $6,980-94.9% | $10,767-96.7% | $5,651-93.7% |