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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $63,481 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,086 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,361 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,601 | $101,672-41.4% | $147,117-59.5% | $74,478-20.0% |
| Participation rate | 98.1% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 12.83% | 8757.83%-8745.0pp | 420.54%-407.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $3,944 | $3,813+3.4% | $4,932-20.0% | $2,626+50.2% |
| Participant deferral / active EE | $11,071 | $7,305+51.6% | $8,065+37.3% | $4,350+154.5% |
| Admin fee / account holder | $343 | $1,753-80.4% | $12,993-97.4% | $1,946-82.4% |