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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,792 |
QUINONES ARCHILLA4 years Service code 99 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Other Fees | $21,644 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 P O BOX 2201 · AUSTIN, TX 46801 | Other Commissions | $4,541 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $2,706 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,470 | $122,063-57.0% | $184,256-71.5% | $74,478-29.5% |
| Participation rate | 75.0% | 85.5%-10.5pp | 86.8%-11.8pp | 67.2%+7.8pp |
| Annual return | 12.18% | 19.92%-7.7pp | 28.85%-16.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,517 | $4,539-66.6% | $6,427-76.4% | $2,626-42.2% |
| Participant deferral / active EE | $1,761 | $7,144-75.3% | $9,133-80.7% | $4,350-59.5% |
| Admin fee / account holder | $611 | $1,253-51.2% | $13,899-95.6% | $1,946-68.6% |