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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 | $89,435-72.0% | $164,975-84.8% | $77,714-67.8% |
| Participation rate | 89.4% | 78.6%+10.8pp | 78.6%+10.8pp | 70.6%+18.8pp |
| Annual return | 13.69% | 28.82%-15.1pp | 70.12%-56.4pp | 31.26%-17.6pp |
| Employer contribution / active EE | $1,092 | $2,563-57.4% | $4,343-74.8% | $2,727-59.9% |
| Participant deferral / active EE | $4,884 | $4,901-0.3% | $6,033-19.0% | $4,649+5.1% |
| Admin fee / account holder | $211 | $340-37.9% | $12,688-98.3% | $433-51.3% |