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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) | $29,369 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,882 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,754 |
MAULDIN & JENKINS2 years Filed as: MAULDIN & JENKINS LLC Service code 10 200 GALLERIA PARKWAY SE STE 1700 · ATLANTA, GA 35209 | Accounting | $1,500 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,203 | $129,227-65.0% | $184,256-75.5% | $77,762-41.9% |
| Participation rate | 67.8% | 87.4%-19.5pp | 86.8%-19.0pp | 70.6%-2.7pp |
| Annual return | 15.07% | 33.24%-18.2pp | 28.85%-13.8pp | 31.27%-16.2pp |
| Employer contribution / active EE | $786 | $4,412-82.2% | $6,427-87.8% | $2,728-71.2% |
| Participant deferral / active EE | $2,928 | $7,307-59.9% | $9,133-67.9% | $4,651-37.0% |
| Admin fee / account holder | $308 | $256+20.3% | $13,899-97.8% | $433-29.0% |