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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $10,031 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,514 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,291 |
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 | $35,425 | $51,466-31.2% | $78,778-55.0% | $62,293-43.1% |
| Participation rate | 61.5% | 59.8%+1.7pp | 69.2%-7.7pp | 69.5%-8.0pp |
| Annual return | 15.17% | 19.96%-4.8pp | 35.62%-20.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $414 | $827-49.9% | $1,986-79.1% | $2,042-79.7% |
| Participant deferral / active EE | $2,573 | $2,147+19.8% | $2,958-13.0% | $3,169-18.8% |
| Admin fee / account holder | $128 | $489-73.8% | $5,134-97.5% | $479-73.3% |