Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $37,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,561 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,510 | $79,209+40.8% | $102,434+8.9% | $74,459+49.8% |
| Participation rate | 43.9% | 74.8%-30.9pp | 76.5%-32.6pp | 67.2%-23.4pp |
| Annual return | 10.52% | 54.98%-44.5pp | 29.46%-18.9pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $1,301 | $2,362-44.9% | $3,023-57.0% | $2,626-50.4% |
| Participant deferral / active EE | $6,582 | $4,417+49.0% | $5,055+30.2% | $4,350+51.3% |
| Admin fee / account holder | $541 | $2,002-73.0% | $9,462-94.3% | $1,945-72.2% |