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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 | $101,591-60.3% | $147,096-72.6% | $74,429-45.8% |
| Participation rate | 84.8% | 75.5%+9.3pp | 82.2%+2.6pp | 67.2%+17.6pp |
| Annual return | 16.62% | 8746.45%-8729.8pp | 419.75%-403.1pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $4,318 | $3,813+13.2% | $4,936-12.5% | $2,625+64.5% |
| Participant deferral / active EE | $6,586 | $7,302-9.8% | $8,071-18.4% | $4,348+51.5% |
| Admin fee / account holder | $261 | $1,750-85.1% | $13,005-98.0% | $1,944-86.6% |