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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 | $53,048 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,738 |
SAGEPOINT FINANCIAL INC6 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $22,951 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $7,885 |
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 | $99,065 | $104,699-5.4% | $130,062-23.8% | - |
| Participation rate | 67.1% | 73.3%-6.3pp | 78.5%-11.4pp | - |
| Annual return | 16.02% | 12.02%+4.0pp | -137.37%+153.4pp | - |
| Employer contribution / active EE | $2,065 | $2,071-0.3% | $4,322-52.2% | - |
| Participant deferral / active EE | $4,784 | $4,216+13.5% | $5,821-17.8% | - |
| Admin fee / account holder | $460 | $5,899-92.2% | $10,601-95.7% | - |