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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) | $50,624 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,708 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,624 |
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 | $105,095 | $55,472+89.5% | $155,567-32.4% | $74,546+41.0% |
| Participation rate | 96.2% | 61.9%+34.2pp | 78.2%+18.0pp | 67.2%+28.9pp |
| Annual return | 13.71% | 268.72%-255.0pp | 64.74%-51.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $6,647 | $2,269+193.0% | $4,674+42.2% | $2,624+153.3% |
| Participant deferral / active EE | $5,332 | $2,838+87.9% | $5,628-5.3% | $4,347+22.6% |
| Admin fee / account holder | $556 | $1,743-68.1% | $15,916-96.5% | $1,944-71.4% |