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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 | $69,855 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $47,500 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $36,590 |
Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,502 | $76,696+376.6% | $96,538+278.6% | $71,529+411.0% |
| Participation rate | 89.1% | 66.6%+22.5pp | 74.3%+14.7pp | 67.9%+21.1pp |
| Annual return | 15.16% | 48.32%-33.2pp | 35.74%-20.6pp | 28.97%-13.8pp |
| Employer contribution / active EE | $36,941 | $3,032+1118.6% | $3,740+887.7% | $2,590+1326.4% |
| Participant deferral / active EE | $525 | $3,770-86.1% | $4,880-89.3% | $4,291-87.8% |
| Admin fee / account holder | $572 | $2,030-71.8% | $6,737-91.5% | $1,588-64.0% |