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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $34,074 |
Filed as: UBS FINANCIAL SERIVES INC Service code 27 | Advisory (Plan) | $20,345 |
Filed as: USB FINANCIAL SERVICE INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,031 | $42,909+165.8% | $60,906+87.2% | $68,486+66.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.36% | -13.99%-1.4pp | 16.94%-32.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,348 | $1,979+18.6% | $2,703-13.2% | $2,597-9.6% |
| Participant deferral / active EE | $7,218 | $2,866+151.8% | $3,814+89.3% | $4,028+79.2% |
| Admin fee / account holder | $294 | $3,104-90.5% | $3,227-90.9% | $5,404-94.6% |