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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $137,475 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $43,214 |
Filed as: BENEFIT PLANS, INC Service code 13 | Contract Administrator | $32,685 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 55 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Other Commissions | $27,308 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES ST STE 100 · OMAHA, NE 68130 | Contract Administrator | $2,464 |
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 | $141,993 | $50,860+179.2% | $155,574-8.7% | $77,714+82.7% |
| Participation rate | 96.3% | 63.1%+33.1pp | 78.2%+18.0pp | 70.6%+25.7pp |
| Annual return | 15.00% | 34.86%-19.9pp | 64.87%-49.9pp | 31.26%-16.3pp |
| Employer contribution / active EE | $5,877 | $1,991+195.2% | $4,676+25.7% | $2,727+115.5% |
| Participant deferral / active EE | $4,679 | $2,825+65.6% | $5,629-16.9% | $4,649+0.6% |
| Admin fee / account holder | $344 | $436-21.1% | $15,914-97.8% | $433-20.5% |