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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,079 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,780 |
RETIREMENT SOLUTIONS SPECIALISTS2+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $11,346 |
ASSURANCE DIMENSIONS2+ years Service code 10 · EIN 26-3429295 | Accounting | $9,785 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,695 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,554 | $109,881-8.5% | $150,045-33.0% | $84,808+18.6% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 14.15% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,633 | $3,561+30.1% | $4,693-1.3% | $2,631+76.1% |
| Participant deferral / active EE | $21,372 | $6,636+222.1% | $7,997+167.2% | $4,212+407.5% |
| Admin fee / account holder | $582 | $8,568-93.2% | $13,435-95.7% | $7,344-92.1% |