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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $112,484 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $53,435 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $15,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,146 | $56,638+41.5% | $169,390-52.7% | $74,460+7.6% |
| Participation rate | 92.2% | 67.5%+24.7pp | 77.2%+15.0pp | 70.7%+21.4pp |
| Annual return | 16.38% | 24.75%-8.4pp | 406.07%-389.7pp | 34.38%-18.0pp |
| Employer contribution / active EE | $442 | $2,027-78.2% | $4,013-89.0% | $2,638-83.3% |
| Participant deferral / active EE | $8,111 | $4,223+92.1% | $6,222+30.3% | $4,530+79.1% |
| Admin fee / account holder | $219 | $307-28.4% | $9,015-97.6% | $348-36.9% |