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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $68,986 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,000 |
JONES WALKER LLP1 year Filed as: JONES WALKER Service code 29 · EIN 72-0445111 | Legal | $5,831 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,650 | $91,439+225.5% | $135,974+118.9% | $71,511+316.2% |
| Participation rate | 95.2% | 75.7%+19.5pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 12.30% | 29.90%-17.6pp | 68.30%-56.0pp | 28.86%-16.6pp |
| Employer contribution / active EE | $3,511 | $3,705-5.2% | $4,859-27.7% | $2,589+35.6% |
| Participant deferral / active EE | $12,457 | $7,093+75.6% | $7,760+60.5% | $4,291+190.3% |
| Admin fee / account holder | $358 | $1,267-71.8% | $10,767-96.7% | $1,588-77.5% |