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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,202 |
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $30,399 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,013 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,094 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,827 | $59,456-2.7% | $93,669-38.3% | $74,429-22.3% |
| Participation rate | 76.3% | 59.6%+16.7pp | 68.7%+7.6pp | 67.2%+9.1pp |
| Annual return | 14.02% | 82.00%-68.0pp | 133.59%-119.6pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $4,434 | $1,266+250.3% | $2,424+83.0% | $2,625+68.9% |
| Participant deferral / active EE | $5,768 | $3,052+89.0% | $4,416+30.6% | $4,348+32.6% |
| Admin fee / account holder | $255 | $3,026-91.6% | $8,291-96.9% | $1,944-86.9% |