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| Provider | Service type | Compensation |
|---|---|---|
UNITED PLANNERS FINANCIAL SERVICES10+ years Service code 55 · EIN 86-0588303 7333 E DOUBLETREE RANCH RD. STE 120 · SCOTTSDALE, AZ 85258 | Other Commissions | $21,384 |
Filed as: EMPOWER ADVISORY GRUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,199 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $585 |
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 | $497,547 | $102,422+385.8% | $147,117+238.2% | $80,959+514.6% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 10.90% | 135.16%-124.3pp | 420.54%-409.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $24,993 | $3,717+572.3% | $4,932+406.7% | $2,757+806.5% |
| Participant deferral / active EE | $11,769 | $6,652+76.9% | $8,065+45.9% | $4,300+173.7% |
| Admin fee / account holder | $21,624 | $7,953+171.9% | $12,993+66.4% | $6,925+212.2% |