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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,218 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 51-0120742 P.O. BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $20,298 |
KB ACTUARIAL, INC.1 year Service code 13 | Contract Administrator | $2,843 |
KB ACTUARIAL, INC.6 years Filed as: KB ACTUARIAL, INC Service code 13 · EIN 27-1837997 PO BOX 1290 · YUCAIPA, CA 92399 | Contract Administrator | $2,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,046 | $54,117+16.5% | $135,768-53.6% | $65,306-3.5% |
| Participation rate | 46.0% | 48.7%-2.7pp | 71.1%-25.1pp | 57.7%-11.7pp |
| Annual return | 12.63% | 21.76%-9.1pp | 526.10%-513.5pp | 21.94%-9.3pp |
| Employer contribution / active EE | $1,137 | $1,029+10.5% | $3,394-66.5% | $1,967-42.2% |
| Participant deferral / active EE | $2,033 | $2,395-15.1% | $3,977-48.9% | $2,959-31.3% |
| Admin fee / account holder | $360 | $4,541-92.1% | $7,048-94.9% | $3,480-89.6% |