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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 | $55,446+89.5% | $155,574-32.4% | $74,429+41.2% |
| Participation rate | 96.2% | 61.9%+34.2pp | 78.2%+17.9pp | 67.2%+28.9pp |
| Annual return | 13.71% | 269.20%-255.5pp | 64.87%-51.2pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $6,647 | $2,266+193.3% | $4,676+42.2% | $2,625+153.2% |
| Participant deferral / active EE | $5,332 | $2,836+88.0% | $5,629-5.3% | $4,348+22.6% |
| Admin fee / account holder | $556 | $1,743-68.1% | $15,914-96.5% | $1,944-71.4% |