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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,457 |
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $17,410 |
LANDMARK EQUITY ADVISORS LLC5+ years Filed as: LANDMARK PLC CERTIFIED PUBLIC ACCOU Service code 10 3101 S 70TH ST · FORT SMITH, AR 72903 | Accounting | $5,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,951 | $58,336-76.1% | $97,295-85.7% | $200,096-93.0% |
| Participation rate | 13.6% | 63.8%-50.1pp | 72.7%-59.0pp | 72.0%-58.4pp |
| Annual return | 10.39% | 32.81%-22.4pp | 75.62%-65.2pp | 34.26%-23.9pp |
| Employer contribution / active EE | $48 | $1,416-96.6% | $2,723-98.2% | $3,038-98.4% |
| Participant deferral / active EE | $344 | $3,240-89.4% | $4,264-91.9% | $5,090-93.2% |
| Admin fee / account holder | $200 | $114+75.7% | $5,646-96.5% | $269-25.6% |