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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $31,623 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,772 | $53,165-47.8% | $86,216-67.8% | $74,460-62.7% |
| Participation rate | 86.2% | 64.9%+21.3pp | 69.0%+17.2pp | 70.7%+15.4pp |
| Annual return | 17.76% | 22.64%-4.9pp | 1169.42%-1151.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,252 | $1,210+3.5% | $2,382-47.4% | $2,638-52.5% |
| Participant deferral / active EE | $2,866 | $3,234-11.4% | $3,986-28.1% | $4,530-36.7% |
| Admin fee / account holder | $61 | $551-89.0% | $6,853-99.1% | $348-82.5% |