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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $82,411-71.4% | $67,681-65.2% | $89,670-73.7% |
| Participation rate | 76.7% | 71.3%+5.4pp | 73.7%+3.0pp | 71.2%+5.6pp |
| Annual return | 14.59% | 13.69%+0.9pp | 590.58%-576.0pp | 19.66%-5.1pp |
| Employer contribution / active EE | $1,152 | $2,761-58.3% | $2,678-57.0% | $4,041-71.5% |
| Participant deferral / active EE | $2,915 | $3,090-5.6% | $3,976-26.7% | $3,962-26.4% |
| Admin fee / account holder | $39 | $139-72.1% | $6,100-99.4% | $352-89.0% |