Filed November 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,205 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILE, VA 22911 | Contract Administrator | $26,827 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST., 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $20,230 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,124 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,071 | $106,236-86.8% | $112,228-87.5% | $64,808-78.3% |
| Participation rate | 86.8% | 71.7%+15.1pp | 75.1%+11.7pp | 71.5%+15.3pp |
| Annual return | -17.43% | -6.02%-11.4pp | 27.45%-44.9pp | 32.82%-50.2pp |
| Employer contribution / active EE | $568 | $3,166-82.1% | $3,635-84.4% | $2,506-77.3% |
| Participant deferral / active EE | $2,305 | $3,785-39.1% | $4,728-51.2% | $4,310-46.5% |
| Admin fee / account holder | $135 | $452-70.2% | $6,410-97.9% | $188-28.3% |