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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,229 |
UBS FINANCIAL SERVICES INC6 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $50,414 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,944 |
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 | $69,805 | $65,437+6.7% | $86,698-19.5% | $66,949+4.3% |
| Participation rate | 99.3% | 75.5%+23.8pp | 76.6%+22.7pp | 69.8%+29.4pp |
| Annual return | -16.67% | -10.91%-5.8pp | 35.96%-52.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $2,531 | $2,154+17.5% | $2,837-10.8% | $2,545-0.6% |
| Participant deferral / active EE | $5,973 | $4,102+45.6% | $4,656+28.3% | $4,239+40.9% |
| Admin fee / account holder | $625 | $642-2.5% | $7,492-91.7% | $594+5.4% |