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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $68,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,407 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,933 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,125 | $95,438+59.4% | $135,982+11.9% | $74,473+104.3% |
| Participation rate | 79.4% | 78.2%+1.2pp | 81.9%-2.5pp | 70.7%+8.7pp |
| Annual return | 17.99% | 32.61%-14.6pp | 68.32%-50.3pp | 34.36%-16.4pp |
| Employer contribution / active EE | $2,162 | $3,878-44.3% | $4,859-55.5% | $2,638-18.1% |
| Participant deferral / active EE | $8,522 | $7,790+9.4% | $7,760+9.8% | $4,530+88.1% |
| Admin fee / account holder | $291 | $259+12.3% | $10,767-97.3% | $347-16.2% |