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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 | $67,034 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,986 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $13,294 |
ASSURANCE DIMENSIONS1+ years Service code 10 · EIN 26-3429295 | Accounting | $8,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,530 |
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 | $84,819 | $102,422-17.2% | $147,117-42.3% | $80,959+4.8% |
| Participation rate | 86.4% | 75.9%+10.6pp | 82.2%+4.3pp | 67.7%+18.8pp |
| Annual return | 12.64% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $6,577 | $3,717+76.9% | $4,932+33.3% | $2,757+138.5% |
| Participant deferral / active EE | $14,556 | $6,652+118.8% | $8,065+80.5% | $4,300+238.5% |
| Admin fee / account holder | $521 | $7,953-93.4% | $12,993-96.0% | $6,925-92.5% |