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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,566 |
SAGEPOINT FINANCIAL INC5 years Filed as: FSC SECURITIES CORPORATION Service code 55 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Other Commissions | $11,416 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,526 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 55 | Other Commissions | $1,024 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,726 | $77,908-67.0% | $149,696-82.8% | $75,173-65.8% |
| Participation rate | 62.0% | 65.6%-3.6pp | 78.8%-16.8pp | 67.2%-5.2pp |
| Annual return | 18.05% | 31.73%-13.7pp | 134.46%-116.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,491 | $3,138-52.5% | $4,821-69.1% | $2,671-44.2% |
| Participant deferral / active EE | $2,575 | $3,411-24.5% | $5,682-54.7% | $4,126-37.6% |
| Admin fee / account holder | $179 | $5,950-97.0% | $13,212-98.6% | $5,651-96.8% |