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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC6 years Service code 27 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $35,559 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,857 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $12,392 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,105 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,256 | $88,186-12.4% | $165,071-53.2% | $74,459+3.8% |
| Participation rate | 96.0% | 73.1%+22.9pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 10.98% | 17.13%-6.1pp | 70.17%-59.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $3,437 | $2,600+32.2% | $4,347-20.9% | $2,626+30.9% |
| Participant deferral / active EE | $7,110 | $4,505+57.8% | $6,035+17.8% | $4,350+63.5% |
| Admin fee / account holder | $330 | $2,234-85.2% | $12,695-97.4% | $1,945-83.0% |