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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $47,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,260 | $92,186-7.5% | $105,624-19.3% | $77,762+9.6% |
| Participation rate | 99.0% | 81.0%+17.9pp | 75.3%+23.7pp | 70.6%+28.4pp |
| Annual return | 15.09% | 17.83%-2.7pp | 116.20%-101.1pp | 31.27%-16.2pp |
| Employer contribution / active EE | $3,763 | $3,376+11.5% | $3,168+18.8% | $2,728+37.9% |
| Participant deferral / active EE | $4,808 | $5,395-10.9% | $5,013-4.1% | $4,651+3.4% |
| Admin fee / account holder | $74 | $219-66.0% | $10,961-99.3% | $433-82.8% |