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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,710 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 315 DEADERICK ST, 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $26,836 |
Service code 13 · EIN 87-1603224 16703 EARLY RISER AVENUE, SUITE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $6,095 |
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.)
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 | $51,315 | $65,191-21.3% | $153,416-66.6% | $65,191-21.3% |
| Participation rate | 26.8% | 63.0%-36.2pp | 74.3%-47.6pp | 63.0%-36.2pp |
| Annual return | 14.37% | 51.24%-36.9pp | 17.84%-3.5pp | 51.24%-36.9pp |
| Employer contribution / active EE | $488 | $2,400-79.7% | $3,764-87.0% | $2,400-79.7% |
| Participant deferral / active EE | $1,338 | $2,671-49.9% | $4,723-71.7% | $2,671-49.9% |
| Admin fee / account holder | $380 | $907-58.1% | $13,095-97.1% | $907-58.1% |