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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC3 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,417 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,576 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,551 | $45,343+2.7% | $150,298-69.0% | $67,986-31.5% |
| Participation rate | 83.6% | 51.9%+31.7pp | 77.8%+5.8pp | 57.2%+26.4pp |
| Annual return | 14.36% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $821 | $1,462-43.9% | $4,154-80.2% | $2,019-59.3% |
| Participant deferral / active EE | $3,342 | $2,055+62.7% | $5,453-38.7% | $3,358-0.5% |
| Admin fee / account holder | $229 | $2,250-89.8% | $14,116-98.4% | $3,203-92.9% |