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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 | $31,932 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $21,264 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $5,447 |
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 | $100,854 | $88,186+14.4% | $165,071-38.9% | $74,459+35.4% |
| Participation rate | 65.4% | 73.1%-7.7pp | 78.6%-13.2pp | 67.2%-1.8pp |
| Annual return | 14.71% | 17.13%-2.4pp | 70.17%-55.5pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $1,175 | $2,600-54.8% | $4,347-73.0% | $2,626-55.3% |
| Participant deferral / active EE | $3,492 | $4,505-22.5% | $6,035-42.1% | $4,350-19.7% |
| Admin fee / account holder | $343 | $2,234-84.7% | $12,695-97.3% | $1,945-82.4% |