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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 | $54,674-20.5% | $76,089-42.9% | $74,429-41.6% |
| Participation rate | 97.1% | 60.3%+36.8pp | 69.1%+28.0pp | 67.2%+29.9pp |
| Annual return | 17.04% | 31.89%-14.8pp | 360.94%-343.9pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $3,025 | $1,781+69.8% | $2,690+12.5% | $2,625+15.2% |
| Participant deferral / active EE | $5,110 | $3,071+66.4% | $4,259+20.0% | $4,348+17.5% |
| Admin fee / account holder | $288 | $2,238-87.1% | $6,418-95.5% | $1,944-85.2% |