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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $30,112 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,445 |
UNITED BENEFIT PENSIONS INC.7 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $12,457 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,723 | $67,594-64.9% | $77,361-69.3% | $69,733-66.0% |
| Participation rate | 65.9% | 71.7%-5.8pp | 75.0%-9.1pp | 62.5%+3.4pp |
| Annual return | 13.27% | 19.20%-5.9pp | 1011.54%-998.3pp | 15.22%-1.9pp |
| Employer contribution / active EE | $1,473 | $2,649-44.4% | $2,990-50.7% | $2,250-34.5% |
| Participant deferral / active EE | $3,574 | $3,401+5.1% | $3,911-8.6% | $3,054+17.0% |
| Admin fee / account holder | $105 | $1,159-91.0% | $5,894-98.2% | $3,102-96.6% |