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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $42,543 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,302 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,909 | $88,360+45.9% | $145,433-11.4% | $67,986+89.6% |
| Participation rate | 72.6% | 65.5%+7.1pp | 82.1%-9.5pp | 57.2%+15.4pp |
| Annual return | 14.08% | 63.15%-49.1pp | 66.58%-52.5pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,005 | $5,932+34.9% | $7,897+1.4% | $3,358+138.4% |
| Admin fee / account holder | $346 | $3,313-89.6% | $13,129-97.4% | $3,203-89.2% |