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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $28,343 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,652 | $67,594+77.0% | $77,361+54.7% | $69,733+71.6% |
| Participation rate | 58.6% | 71.7%-13.1pp | 75.0%-16.4pp | 62.5%-3.9pp |
| Annual return | 12.76% | 19.20%-6.4pp | 1011.54%-998.8pp | 15.22%-2.5pp |
| Employer contribution / active EE | $699 | $2,649-73.6% | $2,990-76.6% | $2,250-68.9% |
| Participant deferral / active EE | $2,675 | $3,401-21.3% | $3,911-31.6% | $3,054-12.4% |
| Admin fee / account holder | $331 | $1,159-71.5% | $5,894-94.4% | $3,102-89.3% |