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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 | $62,473 |
UBS FINANCIAL SERVICES INC7 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $50,576 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $957 |
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 | $80,597 | $76,112+5.9% | $96,544-16.5% | $71,529+12.7% |
| Participation rate | 96.8% | 74.4%+22.3pp | 76.0%+20.8pp | 67.9%+28.8pp |
| Annual return | 16.21% | 22.80%-6.6pp | 25.88%-9.7pp | 28.97%-12.8pp |
| Employer contribution / active EE | $2,284 | $2,248+1.6% | $2,966-23.0% | $2,590-11.8% |
| Participant deferral / active EE | $6,113 | $4,217+45.0% | $4,851+26.0% | $4,291+42.4% |
| Admin fee / account holder | $570 | $2,708-79.0% | $8,254-93.1% | $1,588-64.1% |