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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC3 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $48,592 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,609 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 13 494 SYCAMORE AVE. SUITE 100 · SHREWSBURY, NJ 07702 | Contract Administrator | $2,000 |
Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $350 |
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 | $57,473 | $88,360-35.0% | $145,433-60.5% | $67,986-15.5% |
| Participation rate | 94.8% | 65.5%+29.3pp | 82.1%+12.7pp | 57.2%+37.6pp |
| Annual return | 21.28% | 63.15%-41.9pp | 66.58%-45.3pp | 31.67%-10.4pp |
| Employer contribution / active EE | $6,240 | $3,054+104.3% | $4,554+37.0% | $2,019+209.1% |
| Participant deferral / active EE | $9,384 | $5,932+58.2% | $7,897+18.8% | $3,358+179.4% |
| Admin fee / account holder | $304 | $3,313-90.8% | $13,129-97.7% | $3,203-90.5% |