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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 | $51,559 |
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILL, TN 37238 | Advisory (Plan) | $29,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,666 | $30,421+73.1% | $56,077-6.1% | $74,429-29.2% |
| Participation rate | 11.9% | 32.9%-20.9pp | 52.5%-40.6pp | 67.2%-55.3pp |
| Annual return | 10.48% | 24.94%-14.5pp | 1709.28%-1698.8pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $2,563 | $610+320.3% | $1,040+146.4% | $2,625-2.4% |
| Participant deferral / active EE | $3,455 | $1,175+194.0% | $1,954+76.8% | $4,348-20.5% |
| Admin fee / account holder | $277 | $2,363-88.3% | $2,825-90.2% | $1,944-85.8% |