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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,642 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 | Advisory (Plan) | $27,655 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $20,427 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $17,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,439 | $65,582+71.4% | $64,097+75.4% | $71,529+57.2% |
| Participation rate | 59.0% | 73.2%-14.2pp | 72.3%-13.3pp | 67.9%-8.9pp |
| Annual return | 10.23% | 18.96%-8.7pp | 33.75%-23.5pp | 28.97%-18.7pp |
| Employer contribution / active EE | $687 | $2,671-74.3% | $2,750-75.0% | $2,590-73.5% |
| Participant deferral / active EE | $2,818 | $3,628-22.3% | $3,881-27.4% | $4,291-34.3% |
| Admin fee / account holder | $427 | $616-30.8% | $3,070-86.1% | $1,588-73.1% |