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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 | $55,543 |
UBS FINANCIAL SERVICES INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $47,869 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,023 |
ASSURANCE DIMENSIONS2 years Service code 10 4920 WEST CYPRESS STREET STE 102 · TAMPA, FL 33607 | Accounting | $8,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,031 | $89,465-72.0% | $165,100-84.8% | $77,762-67.8% |
| Participation rate | 89.4% | 78.6%+10.7pp | 78.6%+10.7pp | 70.6%+18.8pp |
| Annual return | 13.69% | 28.86%-15.2pp | 70.21%-56.5pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,092 | $2,565-57.4% | $4,348-74.9% | $2,728-60.0% |
| Participant deferral / active EE | $4,884 | $4,904-0.4% | $6,035-19.1% | $4,651+5.0% |
| Admin fee / account holder | $211 | $340-37.9% | $12,696-98.3% | $433-51.3% |