Filed September 18, 2025
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $189,193 |
Filed as: UBS FINANCIAL SERVICES Service code 27 152 WEST 57TH STREET · NEW YORK, NY 10019 | Advisory (Plan) | $32,500 |
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 | $23,577 | $83,436-71.7% | $66,439-64.5% | $83,436-71.7% |
| Participation rate | 76.7% | 73.2%+3.6pp | 74.5%+2.2pp | 73.2%+3.6pp |
| Annual return | 14.59% | 19.34%-4.7pp | 757.66%-743.1pp | 19.34%-4.7pp |
| Employer contribution / active EE | $1,152 | $4,072-71.7% | $2,637-56.3% | $4,072-71.7% |
| Participant deferral / active EE | $2,915 | $3,411-14.5% | $3,876-24.8% | $3,411-14.5% |
| Admin fee / account holder | $39 | $265-85.4% | $6,173-99.4% | $265-85.4% |