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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 | $136,441 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,145 |
RETIREMENT SOLUTIONS SPECIALISTS6+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $37,741 |
Service code 13 | Contract Administrator | $7,689 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,579 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,645 | $44,898-45.1% | $85,126-71.0% | $199,921-87.7% |
| Participation rate | 23.4% | 45.7%-22.4pp | 67.5%-44.1pp | 72.0%-48.6pp |
| Annual return | 15.85% | 20.98%-5.1pp | 66.63%-50.8pp | 34.28%-18.4pp |
| Employer contribution / active EE | $211 | $1,367-84.6% | $2,731-92.3% | $3,035-93.1% |
| Participant deferral / active EE | $2,095 | $2,670-21.5% | $4,523-53.7% | $5,089-58.8% |
| Admin fee / account holder | $307 | $585-47.6% | $6,160-95.0% | $269+13.9% |