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| Provider | Service type | Compensation |
|---|---|---|
WEDBUSH SECURITIES INC.4 years Filed as: WEDBUSH SECURITIES INC Service code 27 1000 WILSHIRE BLVD STE 855 · LOS ANGELES, CA 900171774 | Advisory (Plan) | $48,979 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,179 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,090 | $101,653-36.0% | $147,080-55.7% | $74,459-12.6% |
| Participation rate | 97.6% | 75.6%+22.0pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 11.90% | 8754.98%-8743.1pp | 420.17%-408.3pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $3,167 | $3,813-17.0% | $4,933-35.8% | $2,626+20.6% |
| Participant deferral / active EE | $10,517 | $7,304+44.0% | $8,066+30.4% | $4,350+141.8% |
| Admin fee / account holder | $250 | $1,752-85.7% | $12,989-98.1% | $1,945-87.2% |