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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $85,111 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,811 | $90,064-22.5% | $100,415-30.5% | $77,762-10.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 10.79% | 20.61%-9.8pp | 49.47%-38.7pp | 31.27%-20.5pp |
| Employer contribution / active EE | $3,242 | $3,043+6.5% | $3,943-17.8% | $2,728+18.8% |
| Participant deferral / active EE | $3,816 | $8,282-53.9% | $8,091-52.8% | $4,651-18.0% |
| Admin fee / account holder | $146 | $172-15.3% | $7,906-98.2% | $433-66.3% |