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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) | $32,409 |
WHITLEY PENN LLP2 years Service code 10 1400 WEST 7TH STREET SUITE 400 · FORT WORTH, TX 76102 | Accounting | $19,667 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,400 | $93,598+196.4% | $135,974+104.0% | $75,173+269.0% |
| Participation rate | 79.3% | 75.2%+4.1pp | 81.9%-2.6pp | 67.2%+12.1pp |
| Annual return | 14.21% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $3,917 | $3,538+10.7% | $4,859-19.4% | $2,671+46.6% |
| Participant deferral / active EE | $12,643 | $6,405+97.4% | $7,760+62.9% | $4,126+206.4% |
| Admin fee / account holder | $501 | $6,978-92.8% | $10,767-95.3% | $5,651-91.1% |