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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% | $165,100+3.5% | $77,762+119.7% |
| Participation rate | 56.3% | 78.6%-22.3pp | 78.6%-22.3pp | 70.6%-14.2pp |
| Annual return | 17.74% | 28.86%-11.1pp | 70.21%-52.5pp | 31.27%-13.5pp |
| Employer contribution / active EE | $2,203 | $2,565-14.1% | $4,348-49.3% | $2,728-19.2% |
| Participant deferral / active EE | $4,897 | $4,904-0.2% | $6,035-18.9% | $4,651+5.3% |
| Admin fee / account holder | $761 | $340+124.1% | $12,696-94.0% | $433+75.9% |