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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 | $46,464+246.5% | $150,298+7.1% | $79,634+102.2% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 9.46% | 27.89%-18.4pp | 62.79%-53.3pp | 36.46%-27.0pp |
| Employer contribution / active EE | $6,724 | $1,512+344.9% | $4,154+61.9% | $2,529+165.9% |
| Participant deferral / active EE | $6,595 | $2,157+205.8% | $5,453+20.9% | $3,835+72.0% |
| Admin fee / account holder | $241 | $891-72.9% | $14,116-98.3% | $1,002-75.9% |