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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 | $52,507+3.4% | $129,406-58.0% | $74,478-27.1% |
| Participation rate | 42.4% | 53.9%-11.5pp | 69.6%-27.2pp | 67.2%-24.8pp |
| Annual return | 13.72% | 15.64%-1.9pp | 9468.18%-9454.5pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,012 | $1,534-34.1% | $4,155-75.7% | $2,626-61.5% |
| Participant deferral / active EE | $1,571 | $2,801-43.9% | $4,167-62.3% | $4,350-63.9% |
| Admin fee / account holder | $277 | $2,639-89.5% | $7,689-96.4% | $1,946-85.7% |