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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-0293282 | Contract Administrator | $8,419 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,352 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $3,290 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 27 · EIN 51-0120742 | Advisory (Plan) | $2,946 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN & BROWN INC. Service code 22 · EIN 59-0864469 | Insurance Broker | $0 |
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.
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 | $7,941 | $34,634-77.1% | $77,081-89.7% | $64,814-87.7% |
| Participation rate | 36.4% | 49.8%-13.4pp | 67.9%-31.5pp | 71.5%-35.0pp |
| Annual return | -13.45% | -5.31%-8.1pp | 42.33%-55.8pp | 32.84%-46.3pp |
| Employer contribution / active EE | $1,262 | $1,385-8.9% | $2,813-55.1% | $2,507-49.6% |
| Participant deferral / active EE | $162 | $2,553-93.6% | $4,428-96.3% | $4,310-96.2% |
| Admin fee / account holder | $105 | $178-41.1% | $5,427-98.1% | $188-44.1% |