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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,714 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,542 |
SHEEHAN & COMPANY1 year Filed as: SHEEHAN & CO CPA Service code 10 · EIN 13-2709344 | Accounting | $14,000 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,065 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,715 | $86,692-23.0% | $119,634-44.2% | $66,949-0.3% |
| Participation rate | 98.5% | 75.6%+22.9pp | 79.3%+19.2pp | 69.8%+28.7pp |
| Annual return | -16.22% | -8.00%-8.2pp | -14.98%-1.2pp | 1.57%-17.8pp |
| Employer contribution / active EE | $614 | $2,536-75.8% | $4,232-85.5% | $2,545-75.9% |
| Participant deferral / active EE | $3,945 | $4,360-9.5% | $5,601-29.6% | $4,239-6.9% |
| Admin fee / account holder | $314 | $755-58.4% | $10,329-97.0% | $594-47.1% |