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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $32,439 |
WHITLEY PENN LLP3 years Service code 10 1400 WEST 7TH STREET SUITE 400 · FORT WORTH, TX 76102 | Accounting | $18,125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $264,861 | $101,591+160.7% | $147,096+80.1% | $74,429+255.9% |
| Participation rate | 55.6% | 75.5%-19.9pp | 82.2%-26.5pp | 67.2%-11.6pp |
| Annual return | 14.86% | 8746.45%-8731.6pp | 419.75%-404.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $2,217 | $3,813-41.8% | $4,936-55.1% | $2,625-15.5% |
| Participant deferral / active EE | $7,946 | $7,302+8.8% | $8,071-1.6% | $4,348+82.7% |
| Admin fee / account holder | $440 | $1,750-74.9% | $13,005-96.6% | $1,944-77.4% |