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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $13,086 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,503 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,398 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 | Other Commissions | $5,861 |
ORIENTAL PENSION CONSULTANTS3 years Service code 13 1900 NW CORPORATE BLV · BOCA RATON, FL 33431 | Contract Administrator | $2,384 |
PENSION PLUS INC1 year Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $1,189 |
Filed as: UBS FINANCIAL SVCS INS AGCY Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $29,333 | $84,493-65.3% | $125,381-76.6% | $66,938-56.2% |
| Participation rate | 91.4% | 76.4%+15.0pp | 82.4%+9.0pp | 69.8%+21.5pp |
| Annual return | -15.96% | -8.49%-7.5pp | 572.31%-588.3pp | 1.58%-17.5pp |
| Employer contribution / active EE | $845 | $3,554-76.2% | $4,815-82.4% | $2,545-66.8% |
| Participant deferral / active EE | $2,128 | $6,783-68.6% | $7,448-71.4% | $4,238-49.8% |
| Admin fee / account holder | $104 | $685-84.8% | $10,007-99.0% | $594-82.4% |