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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,584 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $8,736 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $2,969 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $265 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 27 · EIN 51-0120742 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,348 | $64,176+29.9% | $112,249-25.7% | $66,938+24.5% |
| Participation rate | 39.0% | 68.4%-29.4pp | 75.1%-36.0pp | 69.8%-30.8pp |
| Annual return | -13.37% | -13.80%+0.4pp | 27.48%-40.9pp | 1.58%-14.9pp |
| Employer contribution / active EE | $759 | $3,007-74.8% | $3,636-79.1% | $2,545-70.2% |
| Participant deferral / active EE | $1,518 | $3,694-58.9% | $4,729-67.9% | $4,238-64.2% |
| Admin fee / account holder | $607 | $626-3.0% | $6,412-90.5% | $594+2.3% |