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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 | $7,114 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · ORT WAYNE, ID 46801 | Other Commissions | $4,519 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES INC Service code 13 PO BOX 192194 · SAN JUAN, PR 009192194 | Contract Administrator | $1,185 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $810 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,151 | $102,385-67.6% | $147,080-77.5% | $80,935-59.0% |
| Participation rate | 45.5% | 75.9%-30.4pp | 82.2%-36.7pp | 67.7%-22.2pp |
| Annual return | 8.80% | 135.09%-126.3pp | 420.17%-411.4pp | 35.66%-26.9pp |
| Employer contribution / active EE | $357 | $3,717-90.4% | $4,933-92.8% | $2,757-87.0% |
| Participant deferral / active EE | $714 | $6,651-89.3% | $8,066-91.1% | $4,299-83.4% |
| Admin fee / account holder | $1,745 | $7,951-78.1% | $12,989-86.6% | $6,924-74.8% |