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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,715 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,285 |
Service code 50 · EIN 27-0293282 | Direct Payment | $13,389 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,213 |
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 | $65,716 | $100,272-34.5% | $170,057-61.4% | $74,473-11.8% |
| Participation rate | 73.3% | 87.4%-14.1pp | 87.0%-13.7pp | 70.7%+2.5pp |
| Annual return | 19.61% | 66.12%-46.5pp | 53.42%-33.8pp | 34.36%-14.7pp |
| Employer contribution / active EE | $3,016 | $4,266-29.3% | $6,790-55.6% | $2,638+14.3% |
| Participant deferral / active EE | $6,324 | $7,147-11.5% | $10,411-39.3% | $4,530+39.6% |
| Admin fee / account holder | $487 | $235+107.4% | $12,826-96.2% | $347+40.2% |