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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.
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 | $64,705-63.3% | $62,929-62.3% | $67,986-65.1% |
| Participation rate | 65.9% | 65.6%+0.3pp | 73.1%-7.2pp | 57.2%+8.7pp |
| Annual return | 13.27% | 20.31%-7.0pp | 1063.93%-1050.7pp | 31.67%-18.4pp |
| Employer contribution / active EE | $1,473 | $2,376-38.0% | $2,505-41.2% | $2,019-27.0% |
| Participant deferral / active EE | $3,574 | $3,198+11.8% | $3,888-8.1% | $3,358+6.4% |
| Admin fee / account holder | $105 | $1,428-92.7% | $5,065-97.9% | $3,203-96.7% |