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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 | $61,416 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $36,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,246 | $101,653+14.4% | $147,080-21.0% | $74,459+56.1% |
| Participation rate | 65.1% | 75.6%-10.4pp | 82.2%-17.1pp | 67.2%-2.1pp |
| Annual return | 15.76% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $1,699 | $3,813-55.4% | $4,933-65.6% | $2,626-35.3% |
| Participant deferral / active EE | $9,537 | $7,304+30.6% | $8,066+18.2% | $4,350+119.3% |
| Admin fee / account holder | $346 | $1,752-80.3% | $12,989-97.3% | $1,945-82.2% |