Filed January 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,091 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,033 |
Service code 50 · EIN 27-0293282 | Direct Payment | $12,545 |
ASSURANCE DIMENSIONS7 years Service code 10 4920 WEST CYPRESS STREET · TAMPA, FL 33607 | Accounting | $8,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,632 |
PENSION ASSURANCE LLP4 years Filed as: PENSION CONSULTING SERVICES, LLC Service code 99 · EIN 47-2447303 | Other Fees | $2,435 |
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 | $42,460 | $99,168-57.2% | $96,576-56.0% | $74,440-43.0% |
| Participation rate | 93.1% | 80.7%+12.5pp | 76.0%+17.2pp | 70.7%+22.4pp |
| Annual return | 12.55% | 22.40%-9.9pp | 25.87%-13.3pp | 34.37%-21.8pp |
| Employer contribution / active EE | $1,264 | $2,570-50.8% | $2,965-57.4% | $2,638-52.1% |
| Participant deferral / active EE | $3,654 | $4,936-26.0% | $4,851-24.7% | $4,529-19.3% |
| Admin fee / account holder | $333 | $225+48.3% | $8,253-96.0% | $348-4.1% |