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 | $109,659-78.5% | $62,929-62.5% | $103,975-77.3% |
| Participation rate | 76.7% | 71.6%+5.1pp | 73.1%+3.6pp | 72.5%+4.2pp |
| Annual return | 14.59% | 15.88%-1.3pp | 1063.93%-1049.3pp | 19.41%-4.8pp |
| Employer contribution / active EE | $1,152 | $3,440-66.5% | $2,505-54.0% | $3,722-69.1% |
| Participant deferral / active EE | $2,915 | $4,009-27.3% | $3,888-25.0% | $5,343-45.4% |
| Admin fee / account holder | $39 | $130-70.3% | $5,065-99.2% | $332-88.3% |