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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,901 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $11,289 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,702 | $61,391-61.4% | $149,723-84.2% | $71,529-66.9% |
| Participation rate | 66.7% | 62.5%+4.1pp | 78.8%-12.1pp | 67.9%-1.3pp |
| Annual return | 13.69% | 35.88%-22.2pp | 134.50%-120.8pp | 28.97%-15.3pp |
| Employer contribution / active EE | $2,283 | $2,384-4.2% | $4,821-52.7% | $2,590-11.9% |
| Participant deferral / active EE | $1,440 | $2,921-50.7% | $5,682-74.7% | $4,291-66.5% |
| Admin fee / account holder | $286 | $1,264-77.4% | $13,215-97.8% | $1,588-82.0% |