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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,056 |
SECURITIES AMERICA INC2 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $31,798 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $22,754 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,352 | $80,781+57.7% | $102,437+24.3% | $74,478+71.0% |
| Participation rate | 93.9% | 65.7%+28.2pp | 74.5%+19.4pp | 67.2%+26.6pp |
| Annual return | 25.26% | 27.58%-2.3pp | 24.95%+0.3pp | 1370.56%-1345.3pp |
| Employer contribution / active EE | $8,554 | $3,160+170.7% | $3,871+121.0% | $2,626+225.7% |
| Participant deferral / active EE | $6,959 | $3,862+80.2% | $5,060+37.5% | $4,350+60.0% |
| Admin fee / account holder | $237 | $2,372-90.0% | $8,388-97.2% | $1,946-87.8% |