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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,330 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $5,148 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $3,725 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,766 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,462 | $37,317-45.2% | $77,024-73.4% | $77,904-73.7% |
| Participation rate | 0.4% | 46.9%-46.5pp | 67.9%-67.5pp | 73.7%-73.3pp |
| Annual return | -15.88% | -5.88%-10.0pp | 42.32%-58.2pp | 12.21%-28.1pp |
| Employer contribution / active EE | $10 | $1,218-99.1% | $2,812-99.6% | $2,848-99.6% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $4,426-100.0% | $4,806-100.0% |
| Admin fee / account holder | $254 | $126+102.0% | $5,425-95.3% | $133+91.6% |