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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 | $59,456+127.9% | $93,669+44.6% | $74,429+82.0% |
| Participation rate | 55.2% | 59.6%-4.4pp | 68.7%-13.5pp | 67.2%-12.0pp |
| Annual return | 18.06% | 82.00%-63.9pp | 133.59%-115.5pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $1,683 | $1,266+33.0% | $2,424-30.5% | $2,625-35.9% |
| Participant deferral / active EE | $5,380 | $3,052+76.3% | $4,416+21.8% | $4,348+23.7% |
| Admin fee / account holder | $202 | $3,026-93.3% | $8,291-97.6% | $1,944-89.6% |