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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,293 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $44,005 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $213 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,099 | $75,963+12.0% | $97,995-13.2% | $70,126+21.4% |
| Participation rate | 86.4% | 77.0%+9.4pp | 82.4%+4.0pp | 69.5%+16.8pp |
| Annual return | 14.19% | 19.26%-5.1pp | 23.94%-9.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,590 | $3,278-51.5% | $4,158-61.8% | $2,343-32.1% |
| Participant deferral / active EE | $6,498 | $4,053+60.3% | $5,097+27.5% | $3,332+95.0% |
| Admin fee / account holder | $1,047 | $5,407-80.6% | $5,943-82.4% | $4,645-77.5% |