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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,983 |
UBS FINANCIAL SERVICES INC3 years Service code 27 | Advisory (Plan) | $13,154 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC. Service code 13 | Contract Administrator | $2,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $43,282 | $64,138-32.5% | $112,258-61.4% | $66,930-35.3% |
| Participation rate | 42.4% | 68.5%-26.1pp | 75.1%-32.7pp | 69.8%-27.4pp |
| Annual return | -17.57% | -13.81%-3.8pp | 27.47%-45.0pp | 1.57%-19.1pp |
| Employer contribution / active EE | $718 | $3,006-76.1% | $3,636-80.3% | $2,545-71.8% |
| Participant deferral / active EE | $1,890 | $3,694-48.8% | $4,728-60.0% | $4,238-55.4% |
| Admin fee / account holder | $474 | $625-24.1% | $6,411-92.6% | $593-20.0% |