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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,593 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 55 10 EXCHANGE PLACE, STE. 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $34,720 |
MY BENEFITS, LLC7 years Service code 13 PO BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $10,742 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,329 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,417 | $102,385+41.1% | $147,080-1.8% | $80,935+78.4% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 13.25% | 135.09%-121.8pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $10,582 | $3,717+184.7% | $4,933+114.5% | $2,757+283.9% |
| Participant deferral / active EE | $9,563 | $6,651+43.8% | $8,066+18.6% | $4,299+122.4% |
| Admin fee / account holder | $875 | $7,951-89.0% | $12,989-93.3% | $6,924-87.4% |