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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $42,941 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,033 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,020 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 13 PO BOX 65500 · UNIVERSITY PLACE, WA 98464 | Contract Administrator | $990 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,686 | $64,716+372.4% | $112,258+172.3% | $68,495+346.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.72% | -11.40%-9.3pp | 27.47%-48.2pp | -7.84%-12.9pp |
| Employer contribution / active EE | $8,914 | $2,746+224.6% | $3,636+145.2% | $2,596+243.3% |
| Participant deferral / active EE | $5,268 | $3,565+47.8% | $4,728+11.4% | $4,028+30.8% |
| Admin fee / account holder | $4,500 | $5,232-14.0% | $6,411-29.8% | $5,403-16.7% |