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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC ADVISORY SERVICES LLC Service code 27 5155 PEACHTREE PKWY STE 3220 · NORCROSS, GA 30092 | Advisory (Plan) | $13,005 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $9,762 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,845 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,707 | $59,467-36.6% | $93,727-59.8% | $74,478-49.4% |
| Participation rate | 49.7% | 59.6%-9.9pp | 68.7%-19.0pp | 67.2%-17.5pp |
| Annual return | 9.67% | 82.14%-72.5pp | 133.83%-124.2pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $853 | $1,267-32.7% | $2,421-64.8% | $2,626-67.5% |
| Participant deferral / active EE | $1,222 | $3,052-59.9% | $4,417-72.3% | $4,350-71.9% |
| Admin fee / account holder | $229 | $3,028-92.4% | $8,292-97.2% | $1,946-88.2% |