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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,917 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $18,646 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,899 |
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 | $43,447 | $54,690-20.6% | $76,030-42.9% | $74,478-41.7% |
| Participation rate | 97.1% | 60.3%+36.8pp | 69.1%+28.1pp | 67.2%+29.9pp |
| Annual return | 17.04% | 31.92%-14.9pp | 361.54%-344.5pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $3,025 | $1,781+69.8% | $2,688+12.6% | $2,626+15.2% |
| Participant deferral / active EE | $5,110 | $3,070+66.4% | $4,257+20.0% | $4,350+17.5% |
| Admin fee / account holder | $288 | $2,240-87.2% | $6,421-95.5% | $1,946-85.2% |