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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $106,535 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,740 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,725 | $82,163-34.6% | $125,363-57.1% | $64,814-17.1% |
| Participation rate | 84.1% | 77.9%+6.2pp | 82.4%+1.8pp | 71.5%+12.7pp |
| Annual return | -17.68% | 3.49%-21.2pp | 572.15%-589.8pp | 32.84%-50.5pp |
| Employer contribution / active EE | $3,390 | $3,616-6.2% | $4,815-29.6% | $2,507+35.3% |
| Participant deferral / active EE | $8,879 | $7,175+23.8% | $7,447+19.2% | $4,310+106.0% |
| Admin fee / account holder | $325 | $163+98.9% | $10,005-96.8% | $188+72.9% |