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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,703 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $9,873 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $2,259 |
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,952 | $69,774-21.2% | $67,561-18.7% | $74,429-26.2% |
| Participation rate | 62.3% | 71.4%-9.1pp | 72.9%-10.6pp | 67.2%-4.9pp |
| Annual return | 11.01% | -40.53%+51.5pp | 3525.44%-3514.4pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $1,624 | $2,710-40.1% | $2,735-40.6% | $2,625-38.1% |
| Participant deferral / active EE | $2,455 | $3,636-32.5% | $4,003-38.7% | $4,348-43.5% |
| Admin fee / account holder | $158 | $890-82.3% | $4,006-96.1% | $1,944-91.9% |