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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 | $30,559 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 51-0120742 P.O. BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $17,664 |
KB ACTUARIAL, INC.5 years Filed as: KB ACTUARIAL, INC Service code 13 · EIN 27-1837997 PO BOX 1290 · YUCAIPA, CA 92399 | Contract Administrator | $5,703 |
Filed as: UBS FINANCIAL SVCS INS AGENCY INC Service code 55 · EIN 51-0120742 1000 HARBOR BLVD · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,627 | $52,450+13.7% | $129,339-53.9% | $74,400-19.9% |
| Participation rate | 37.7% | 53.8%-16.1pp | 69.6%-31.9pp | 67.2%-29.5pp |
| Annual return | 18.16% | 15.65%+2.5pp | 9437.05%-9418.9pp | 1367.51%-1349.4pp |
| Employer contribution / active EE | $1,160 | $1,532-24.3% | $4,154-72.1% | $2,624-55.8% |
| Participant deferral / active EE | $2,094 | $2,797-25.1% | $4,170-49.8% | $4,348-51.8% |
| Admin fee / account holder | $320 | $2,636-87.9% | $7,668-95.8% | $1,944-83.5% |