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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,413 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $76,333 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,170 | $89,123-28.0% | $102,460-37.4% | $77,762-17.5% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 17.36% | 25.05%-7.7pp | 29.47%-12.1pp | 31.27%-13.9pp |
| Employer contribution / active EE | $505 | $2,700-81.3% | $3,025-83.3% | $2,728-81.5% |
| Participant deferral / active EE | $5,277 | $5,148+2.5% | $5,056+4.4% | $4,651+13.5% |
| Admin fee / account holder | $206 | $236-12.7% | $9,460-97.8% | $433-52.4% |