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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC ADVISORY SERVICES LLC Service code 27 5155 PEACHTREE PKWY STE 3220 · NORCROSS, GA 30092 | Advisory (Plan) | $11,455 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $8,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $443 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $288 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,166 | $54,701-26.6% | $86,188-53.4% | $71,457-43.8% |
| Participation rate | 44.6% | 60.1%-15.5pp | 69.0%-24.4pp | 67.9%-23.3pp |
| Annual return | 14.16% | 20.06%-5.9pp | 1168.45%-1154.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $681 | $1,265-46.2% | $2,380-71.4% | $2,588-73.7% |
| Participant deferral / active EE | $893 | $3,108-71.3% | $3,985-77.6% | $4,289-79.2% |
| Admin fee / account holder | $210 | $1,922-89.1% | $6,852-96.9% | $1,587-86.8% |