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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 | $42,582 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $34,674 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 99 7755 3RD ST N · OAKDALE, MN 55128 | Other Fees | $9,768 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,276 |
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 | $104,714 | $88,186+18.7% | $165,071-36.6% | $74,459+40.6% |
| Participation rate | 94.5% | 73.1%+21.4pp | 78.6%+15.9pp | 67.2%+27.3pp |
| Annual return | 18.13% | 17.13%+1.0pp | 70.17%-52.0pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $4,383 | $2,600+68.6% | $4,347+0.8% | $2,626+66.9% |
| Participant deferral / active EE | $8,430 | $4,505+87.1% | $6,035+39.7% | $4,350+93.8% |
| Admin fee / account holder | $454 | $2,234-79.7% | $12,695-96.4% | $1,945-76.7% |