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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP5 years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $49,106 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $39,172 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,209 |
Filed as: WORLD INVESTMENT ADVISORS Service code 99 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Fees | $7,882 |
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $7,158 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,937 |
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 | $53,346 | $50,919+4.8% | $155,556-65.7% | $77,762-31.4% |
| Participation rate | 79.3% | 63.1%+16.2pp | 78.2%+1.1pp | 70.6%+8.7pp |
| Annual return | 16.57% | 34.84%-18.3pp | 64.84%-48.3pp | 31.27%-14.7pp |
| Employer contribution / active EE | $2,228 | $1,991+11.9% | $4,675-52.4% | $2,728-18.3% |
| Participant deferral / active EE | $3,715 | $2,824+31.5% | $5,631-34.0% | $4,651-20.1% |
| Admin fee / account holder | $406 | $437-7.0% | $15,885-97.4% | $433-6.2% |