Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $60,405 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,995 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,925 |
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 | $107,551 | $64,612+66.5% | $86,438+24.4% | $64,819+65.9% |
| Participation rate | 77.6% | 81.5%-3.9pp | 80.3%-2.7pp | 71.5%+6.1pp |
| Annual return | -17.12% | 0.66%-17.8pp | 4397.19%-4414.3pp | 32.84%-50.0pp |
| Employer contribution / active EE | $1,863 | $2,744-32.1% | $3,769-50.6% | $2,507-25.7% |
| Participant deferral / active EE | $9,652 | $7,497+28.8% | $6,952+38.8% | $4,311+123.9% |
| Admin fee / account holder | $375 | $169+121.7% | $6,733-94.4% | $188+99.6% |