Filed January 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $47,245 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,384 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,951 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,661 | $55,437+41.9% | $155,534-49.4% | $74,459+5.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 18.41% | 269.58%-251.2pp | 64.92%-46.5pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $8,871 | $2,266+291.5% | $4,675+89.8% | $2,626+237.8% |
| Participant deferral / active EE | $5,243 | $2,837+84.8% | $5,630-6.9% | $4,350+20.5% |
| Admin fee / account holder | $382 | $1,742-78.1% | $15,900-97.6% | $1,945-80.3% |