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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $18,774 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,032 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,480 | $45,343-43.8% | $150,298-83.0% | $67,986-62.5% |
| Participation rate | 73.5% | 51.9%+21.6pp | 77.8%-4.3pp | 57.2%+16.3pp |
| Annual return | 14.39% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $234 | $1,462-84.0% | $4,154-94.4% | $2,019-88.4% |
| Participant deferral / active EE | $2,907 | $2,055+41.5% | $5,453-46.7% | $3,358-13.4% |
| Admin fee / account holder | $201 | $2,250-91.1% | $14,116-98.6% | $3,203-93.7% |