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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 | $7,995 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $4,358 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES INC Service code 13 PO BOX 192194 · SAN JUAN, PR 009192194 | Contract Administrator | $1,331 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $895 |
OSAIC WEALTH INC2 years Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $856 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,611 | $106,864-66.7% | $147,318-75.8% | $82,637-56.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 9.69% | 27.49%-17.8pp | 70.43%-60.7pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,192 | $3,417-65.1% | $4,593-74.1% | $2,552-53.3% |
| Participant deferral / active EE | $2,383 | $6,496-63.3% | $7,906-69.9% | $4,126-42.2% |
| Admin fee / account holder | $1,009 | $8,415-88.0% | $13,708-92.6% | $7,339-86.3% |