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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 | $65,946+121.9% | $81,783+79.0% | $77,671+88.4% |
| Participation rate | 32.4% | 65.8%-33.4pp | 72.4%-39.9pp | 70.6%-38.2pp |
| Annual return | 12.91% | 26.65%-13.7pp | 775.05%-762.1pp | 31.21%-18.3pp |
| Employer contribution / active EE | $777 | $2,371-67.3% | $2,913-73.3% | $2,726-71.5% |
| Participant deferral / active EE | $2,261 | $3,507-35.5% | $4,320-47.7% | $4,648-51.3% |
| Admin fee / account holder | $370 | $527-29.9% | $7,380-95.0% | $430-14.1% |