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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 | $36,731 |
QUINONES ARCHILLA5 years Service code 99 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Other Fees | $22,995 |
OSAIC WEALTH INC1 year Service code 55 | Other Commissions | $3,969 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $2,874 |
OSAIC WEALTH INC1 year Filed as: OSAIC FSINC Service code 55 | Other Commissions | $867 |
OSAIC WEALTH INC2 years Filed as: OSAIC FS INC Service code 55 P O BOX 2201 · AUSTIN, TX 46801 | Other Commissions | $0 |
Participant 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.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,360 | $128,603-62.4% | $197,124-75.5% | $67,986-28.9% |
| Participation rate | 85.9% | 81.7%+4.2pp | 86.7%-0.8pp | 57.2%+28.7pp |
| Annual return | 10.41% | 23.77%-13.4pp | 44.34%-33.9pp | 31.67%-21.3pp |
| Employer contribution / active EE | $1,711 | $4,379-60.9% | $6,227-72.5% | $2,019-15.2% |
| Participant deferral / active EE | $2,027 | $6,840-70.4% | $9,135-77.8% | $3,358-39.6% |
| Admin fee / account holder | $465 | $3,035-84.7% | $16,298-97.1% | $3,203-85.5% |