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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $43,944 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Accounting | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Investment Management | $4,863 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,032 | $61,356+195.1% | $149,696+20.9% | $71,511+153.2% |
| Participation rate | 77.8% | 62.5%+15.3pp | 78.8%-1.0pp | 67.9%+9.8pp |
| Annual return | 18.02% | 35.86%-17.8pp | 134.46%-116.4pp | 28.86%-10.8pp |
| Employer contribution / active EE | $15,382 | $2,382+545.8% | $4,821+219.1% | $2,589+494.1% |
| Participant deferral / active EE | $9,871 | $2,920+238.1% | $5,682+73.7% | $4,291+130.1% |
| Admin fee / account holder | $19 | $1,263-98.5% | $13,212-99.9% | $1,588-98.8% |