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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $61,227 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,497 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,558 |
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 | $148,573 | $79,003+88.1% | $100,398+48.0% | $74,400+99.7% |
| Participation rate | 80.0% | 79.5%+0.5pp | 81.5%-1.5pp | 67.2%+12.8pp |
| Annual return | 14.25% | 20.62%-6.4pp | 49.32%-35.1pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $2,777 | $3,015-7.9% | $3,946-29.6% | $2,624+5.8% |
| Participant deferral / active EE | $11,955 | $7,752+54.2% | $8,084+47.9% | $4,348+174.9% |
| Admin fee / account holder | $411 | $1,331-69.1% | $7,893-94.8% | $1,944-78.9% |