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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,220 |
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $16,543 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,791 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,836 | $30,437+83.4% | $56,033-0.4% | $74,459-25.0% |
| Participation rate | 41.9% | 32.9%+9.0pp | 52.5%-10.6pp | 67.2%-25.3pp |
| Annual return | 8.86% | 24.96%-16.1pp | 1711.38%-1702.5pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $369 | $610-39.6% | $1,041-64.6% | $2,626-86.0% |
| Participant deferral / active EE | $981 | $1,176-16.5% | $1,954-49.8% | $4,350-77.4% |
| Admin fee / account holder | $485 | $2,363-79.5% | $2,827-82.9% | $1,945-75.1% |