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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-0293282 | Contract Administrator | $25,968 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,781 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 27 · EIN 51-0120742 | Advisory (Plan) | $5,084 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,928 | $45,109-82.4% | $85,240-90.7% | $77,762-89.8% |
| Participation rate | 54.9% | 48.7%+6.2pp | 67.5%-12.7pp | 70.6%-15.7pp |
| Annual return | 7.34% | 79.55%-72.2pp | 66.75%-59.4pp | 31.27%-23.9pp |
| Employer contribution / active EE | $2,558 | $1,602+59.7% | $2,735-6.5% | $2,728-6.2% |
| Participant deferral / active EE | $55 | $2,814-98.0% | $4,527-98.8% | $4,651-98.8% |
| Admin fee / account holder | $273 | $915-70.1% | $6,165-95.6% | $433-36.9% |