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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,812 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,477 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $7,185 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,759 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,796 | $59,448+39.3% | $93,696-11.6% | $74,459+11.2% |
| Participation rate | 92.3% | 59.6%+32.7pp | 68.7%+23.6pp | 67.2%+25.1pp |
| Annual return | 12.21% | 82.11%-69.9pp | 133.74%-121.5pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $3,112 | $1,266+145.8% | $2,422+28.5% | $2,626+18.5% |
| Participant deferral / active EE | $5,916 | $3,052+93.9% | $4,417+33.9% | $4,350+36.0% |
| Admin fee / account holder | $803 | $3,027-73.5% | $8,287-90.3% | $1,945-58.7% |