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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 PAYMENT SERVICES-RPCS · NASHVILLE, TN 37238 | Advisory (Plan) | $37,371 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,486 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $163 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,800 | $54,717-10.8% | $86,209-43.4% | $71,495-31.7% |
| Participation rate | 76.0% | 60.1%+15.9pp | 69.0%+7.0pp | 67.9%+8.1pp |
| Annual return | 19.14% | 20.07%-0.9pp | 1169.05%-1149.9pp | 28.85%-9.7pp |
| Employer contribution / active EE | $4,125 | $1,267+225.6% | $2,381+73.2% | $2,589+59.3% |
| Participant deferral / active EE | $5,245 | $3,110+68.6% | $3,986+31.6% | $4,291+22.2% |
| Admin fee / account holder | $213 | $1,922-88.9% | $6,853-96.9% | $1,588-86.6% |