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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,077 |
Filed as: UBS FINANCIAL SERVICES Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $11,974 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 101 BRADFORD RD, SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $4,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Investment Management | $2,658 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,716 | $54,690-54.8% | $76,030-67.5% | $74,478-66.8% |
| Participation rate | 77.4% | 60.3%+17.1pp | 69.1%+8.4pp | 67.2%+10.2pp |
| Annual return | 60.68% | 31.92%+28.8pp | 361.54%-300.9pp | 1370.56%-1309.9pp |
| Employer contribution / active EE | $2,387 | $1,781+34.0% | $2,688-11.2% | $2,626-9.1% |
| Participant deferral / active EE | $3,035 | $3,070-1.1% | $4,257-28.7% | $4,350-30.2% |
| Admin fee / account holder | $189 | $2,240-91.6% | $6,421-97.1% | $1,946-90.3% |