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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $23,947 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,628 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,506 |
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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,364 | $65,960+121.9% | $81,882+78.8% | $77,762+88.2% |
| Participation rate | 32.4% | 65.8%-33.3pp | 72.4%-40.0pp | 70.6%-38.2pp |
| Annual return | 12.91% | 26.64%-13.7pp | 779.47%-766.6pp | 31.27%-18.4pp |
| Employer contribution / active EE | $777 | $2,375-67.3% | $2,916-73.4% | $2,728-71.5% |
| Participant deferral / active EE | $2,261 | $3,505-35.5% | $4,323-47.7% | $4,651-51.4% |
| Admin fee / account holder | $370 | $526-29.8% | $7,360-95.0% | $433-14.6% |