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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $33,249 |
MRPR GROUP PC6 years Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $8,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,740 | $104,607+51.7% | $96,544+64.4% | - |
| Participation rate | 98.0% | 76.2%+21.8pp | 76.0%+22.0pp | - |
| Annual return | 20.27% | 9.56%+10.7pp | 25.88%-5.6pp | - |
| Employer contribution / active EE | $2,633 | $2,147+22.6% | $2,966-11.2% | - |
| Participant deferral / active EE | $5,275 | $4,312+22.3% | $4,851+8.7% | - |
| Admin fee / account holder | $336 | $45,340-99.3% | $8,254-95.9% | - |