Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,993 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $7,979 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,933 | $42,546-29.6% | $71,796-58.3% | $55,167-45.7% |
| Participation rate | 63.9% | 59.1%+4.8pp | 69.1%-5.2pp | 69.0%-5.1pp |
| Annual return | 8.48% | 12.36%-3.9pp | 78.04%-69.6pp | 169.23%-160.7pp |
| Employer contribution / active EE | $412 | $803-48.8% | $1,924-78.6% | $1,963-79.0% |
| Participant deferral / active EE | $2,406 | $2,064+16.6% | $2,794-13.9% | $3,054-21.2% |
| Admin fee / account holder | $105 | $650-83.9% | $4,815-97.8% | $504-79.2% |