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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,900 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $6,059 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,769 | $52,507+34.8% | $129,406-45.3% | $74,478-5.0% |
| Participation rate | 54.6% | 53.9%+0.7pp | 69.6%-15.0pp | 67.2%-12.6pp |
| Annual return | 13.11% | 15.64%-2.5pp | 9468.18%-9455.1pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,716 | $1,534+11.8% | $4,155-58.7% | $2,626-34.7% |
| Participant deferral / active EE | $2,911 | $2,801+3.9% | $4,167-30.2% | $4,350-33.1% |
| Admin fee / account holder | $213 | $2,639-91.9% | $7,689-97.2% | $1,946-89.0% |