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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $35,972 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,373 |
SCPS, LLC1 year Service code 13 7520 ENCHANTED HILLS BLVD NE · RIO RANCHO, NM 87144 | Contract Administrator | $18,044 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,540 |
RIO TINTO SERVICES INC.4+ years Filed as: RIO BENEFITS GROUP, LLC Service code 13 PO BOX 4712 · ALBUQUERQUE, NM 87196 | Contract Administrator | $875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,032 | $82,979-61.4% | $102,412-68.7% | $77,736-58.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 18.32% | 19.11%-0.8pp | 24.94%-6.6pp | 31.26%-12.9pp |
| Employer contribution / active EE | $2,290 | $3,554-35.6% | $3,870-40.8% | $2,728-16.0% |
| Participant deferral / active EE | $5,639 | $4,109+37.2% | $5,060+11.4% | $4,651+21.2% |
| Admin fee / account holder | $222 | $639-65.2% | $8,388-97.4% | $433-48.7% |