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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,609 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,496 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $17,077 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,406 | $131,799-42.8% | $200,582-62.4% | $85,563-11.9% |
| Participation rate | 81.7% | 87.9%-6.3pp | 86.9%-5.2pp | 66.0%+15.7pp |
| Annual return | 17.80% | 21.59%-3.8pp | 42.33%-24.5pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,658 | $4,532-19.3% | $6,419-43.0% | $2,654+37.8% |
| Participant deferral / active EE | $7,223 | $7,702-6.2% | $9,331-22.6% | $4,375+65.1% |
| Admin fee / account holder | $570 | $235+142.6% | $16,305-96.5% | $834-31.6% |