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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) | $26,606 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,555 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,367 | $101,672-60.3% | $147,117-72.6% | $74,478-45.8% |
| Participation rate | 84.8% | 75.5%+9.3pp | 82.2%+2.6pp | 67.2%+17.6pp |
| Annual return | 16.62% | 8757.83%-8741.2pp | 420.54%-403.9pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $4,318 | $3,813+13.2% | $4,932-12.5% | $2,626+64.4% |
| Participant deferral / active EE | $6,586 | $7,305-9.8% | $8,065-18.3% | $4,350+51.4% |
| Admin fee / account holder | $261 | $1,753-85.1% | $12,993-98.0% | $1,946-86.6% |