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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 | $12,572 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $8,318 |
SAGEPOINT FINANCIAL INC7 years Filed as: FSC SECURITIES CORPORATION Service code 27 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Advisory (Plan) | $2,522 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $172 |
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 | $54,317 | $52,450+3.6% | $129,295-58.0% | $74,546-27.1% |
| Participation rate | 42.4% | 53.8%-11.4pp | 69.6%-27.2pp | 67.2%-24.8pp |
| Annual return | 13.72% | 15.65%-1.9pp | 9429.28%-9415.6pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,012 | $1,532-34.0% | $4,157-75.7% | $2,624-61.4% |
| Participant deferral / active EE | $1,571 | $2,797-43.8% | $4,169-62.3% | $4,347-63.9% |
| Admin fee / account holder | $277 | $2,636-89.5% | $7,665-96.4% | $1,944-85.7% |