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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 | $28,136 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $26,938 |
Filed as: PENSION ADMINISTRATORS GROUP INC Service code 13 PO BOX 9023794 · SAN JUAN, PR 00902 | Contract Administrator | $8,959 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,168 | $101,672-35.9% | $147,117-55.7% | $74,478-12.5% |
| Participation rate | 29.0% | 75.5%-46.5pp | 82.2%-53.2pp | 67.2%-38.2pp |
| Annual return | 11.68% | 8757.83%-8746.1pp | 420.54%-408.9pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $922 | $3,813-75.8% | $4,932-81.3% | $2,626-64.9% |
| Participant deferral / active EE | $4,560 | $7,305-37.6% | $8,065-43.5% | $4,350+4.8% |
| Admin fee / account holder | $452 | $1,753-74.2% | $12,993-96.5% | $1,946-76.7% |