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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $29,476 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $5,987 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,906 |
PENSYS, INC.9 years Filed as: PENSYS INC Service code 99 2440 PROFESSIONAL DR STE 100 · ROSEVILLE, CA 95661 | Other Fees | $1,300 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,432 | $85,515+11.6% | $112,040-14.8% | $67,986+40.4% |
| Participation rate | 62.1% | 68.2%-6.1pp | 76.5%-14.4pp | 57.2%+4.9pp |
| Annual return | 9.66% | 29.68%-20.0pp | 24.52%-14.9pp | 31.67%-22.0pp |
| Employer contribution / active EE | $2,264 | $2,191+3.3% | $2,954-23.4% | $2,019+12.1% |
| Participant deferral / active EE | $3,391 | $4,014-15.5% | $5,098-33.5% | $3,358+1.0% |
| Admin fee / account holder | $57 | $3,774-98.5% | $12,098-99.5% | $3,203-98.2% |