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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $60,419 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $38,719 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,544 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,829 | $89,465+90.9% | $164,866+3.6% | $77,671+119.9% |
| Participation rate | 56.3% | 78.6%-22.3pp | 78.6%-22.3pp | 70.6%-14.2pp |
| Annual return | 17.74% | 28.81%-11.1pp | 69.97%-52.2pp | 31.21%-13.5pp |
| Employer contribution / active EE | $2,203 | $2,568-14.2% | $4,343-49.3% | $2,726-19.2% |
| Participant deferral / active EE | $4,897 | $4,8970% | $6,033-18.8% | $4,648+5.4% |
| Admin fee / account holder | $761 | $340+124.2% | $12,689-94.0% | $430+76.9% |