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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 | $101,591-35.9% | $147,096-55.7% | $74,429-12.4% |
| Participation rate | 29.0% | 75.5%-46.5pp | 82.2%-53.2pp | 67.2%-38.2pp |
| Annual return | 11.68% | 8746.45%-8734.8pp | 419.75%-408.1pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $922 | $3,813-75.8% | $4,936-81.3% | $2,625-64.9% |
| Participant deferral / active EE | $4,560 | $7,302-37.6% | $8,071-43.5% | $4,348+4.9% |
| Admin fee / account holder | $452 | $1,750-74.1% | $13,005-96.5% | $1,944-76.7% |