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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 | $92,090-7.4% | $106,201-19.7% | $77,671+9.8% |
| Participation rate | 99.0% | 81.0%+18.0pp | 75.3%+23.7pp | 70.6%+28.4pp |
| Annual return | 15.09% | 17.89%-2.8pp | 116.26%-101.2pp | 31.21%-16.1pp |
| Employer contribution / active EE | $3,763 | $3,368+11.7% | $3,170+18.7% | $2,726+38.0% |
| Participant deferral / active EE | $4,808 | $5,386-10.7% | $5,012-4.1% | $4,648+3.4% |
| Admin fee / account holder | $74 | $219-66.0% | $11,039-99.3% | $430-82.7% |