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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,786 |
UBS FINANCIAL SERVICES INC5 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $25,371 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $9,749 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $639 |
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.)
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 | $38,489 | $50,902-24.4% | $155,534-75.3% | $77,736-50.5% |
| Participation rate | 43.1% | 63.1%-20.0pp | 78.2%-35.1pp | 70.6%-27.5pp |
| Annual return | 13.84% | 34.85%-21.0pp | 64.92%-51.1pp | 31.26%-17.4pp |
| Employer contribution / active EE | $769 | $1,991-61.4% | $4,675-83.5% | $2,728-71.8% |
| Participant deferral / active EE | $3,315 | $2,824+17.4% | $5,630-41.1% | $4,651-28.7% |
| Admin fee / account holder | $531 | $437+21.6% | $15,900-96.7% | $433+22.6% |