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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $62,502 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,918 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,981 | $36,002+347.1% | $161,489-0.3% | $64,728+148.7% |
| Participation rate | 100.0% | 57.4%+42.6pp | 78.7%+21.3pp | 57.9%+42.1pp |
| Annual return | 9.46% | 33.93%-24.5pp | 89.72%-80.3pp | 49.38%-39.9pp |
| Employer contribution / active EE | $6,724 | $1,380+387.4% | $4,268+57.5% | $2,243+199.8% |
| Participant deferral / active EE | $6,595 | $1,815+263.4% | $5,630+17.1% | $2,729+141.6% |
| Admin fee / account holder | $241 | $931-74.1% | $16,006-98.5% | $1,145-78.9% |