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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $129,638 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $54,892 |
Filed as: BARRY MAX LEVY & ASSOCIATES INC Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,531 |
Filed as: BARRY MAX LEVY & ASSOCIATES Service code 13 2890 W STATE ROAD 84, SUITE 118 · FT. LAUDERDALE, FL 33312 | Contract Administrator | $0 |
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 | $163,370 | $45,343+260.3% | $150,298+8.7% | $67,986+140.3% |
| Participation rate | 99.0% | 51.9%+47.2pp | 77.8%+21.3pp | 57.2%+41.8pp |
| Annual return | 16.03% | 33.28%-17.2pp | 62.79%-46.8pp | 31.67%-15.6pp |
| Employer contribution / active EE | $6,663 | $1,462+355.8% | $4,154+60.4% | $2,019+230.0% |
| Participant deferral / active EE | $5,486 | $2,055+167.0% | $5,453+0.6% | $3,358+63.4% |
| Admin fee / account holder | $379 | $2,250-83.2% | $14,116-97.3% | $3,203-88.2% |