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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 | $36,904+336.2% | $158,223+1.7% | $65,191+146.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 79.2%+20.8pp | 63.0%+37.0pp |
| Annual return | 9.46% | 24.43%-15.0pp | 52.09%-42.6pp | 51.24%-41.8pp |
| Employer contribution / active EE | $6,724 | $1,489+351.5% | $4,109+63.7% | $2,400+180.2% |
| Participant deferral / active EE | $6,595 | $1,936+240.7% | $5,467+20.6% | $2,671+146.9% |
| Admin fee / account holder | $241 | $793-69.6% | $16,047-98.5% | $907-73.4% |