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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,585 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,308 |
Service code 13 · EIN 84-0467907 | Contract Administrator | $20,707 |
MMA SECURITIES LLC1 year Service code 99 PO BOX 9497 · NEW YORK, NY 10087 | Other Fees | $8,955 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,601 | $119,446-54.3% | $150,045-63.6% | $85,563-36.2% |
| Participation rate | 60.0% | 75.4%-15.4pp | 82.3%-22.3pp | 66.0%-6.0pp |
| Annual return | 16.74% | 23.72%-7.0pp | 62.55%-45.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $701 | $4,078-82.8% | $4,693-85.1% | $2,654-73.6% |
| Participant deferral / active EE | $2,953 | $7,985-63.0% | $7,997-63.1% | $4,375-32.5% |
| Admin fee / account holder | $633 | $548+15.6% | $13,435-95.3% | $834-24.1% |