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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $39,954 |
WITHUMSMITH+BROWN, PC3 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $16,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,761 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $135,472 | $59,467+127.8% | $93,727+44.5% | $74,478+81.9% |
| Participation rate | 55.2% | 59.6%-4.4pp | 68.7%-13.5pp | 67.2%-12.0pp |
| Annual return | 18.06% | 82.14%-64.1pp | 133.83%-115.8pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $1,683 | $1,267+32.9% | $2,421-30.5% | $2,626-35.9% |
| Participant deferral / active EE | $5,380 | $3,052+76.3% | $4,417+21.8% | $4,350+23.7% |
| Admin fee / account holder | $202 | $3,028-93.3% | $8,292-97.6% | $1,946-89.6% |