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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $14,398 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,634 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,401 | $62,166-15.7% | $81,353-35.6% | $74,459-29.6% |
| Participation rate | 39.3% | 64.1%-24.8pp | 69.5%-30.3pp | 67.2%-28.0pp |
| Annual return | 12.28% | 16.50%-4.2pp | 24.82%-12.5pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $515 | $1,881-72.6% | $2,464-79.1% | $2,626-80.4% |
| Participant deferral / active EE | $1,608 | $3,223-50.1% | $3,885-58.6% | $4,350-63.0% |
| Admin fee / account holder | $317 | $1,925-83.5% | $5,766-94.5% | $1,945-83.7% |