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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 | $46,148 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $28,906 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,062 |
Service code 13 PO BOX 364173 · SAN JUAN, PR 009364173 | Contract Administrator | $5,701 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $5,500 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 25 P O BOX 191429 · SAN JUAN, PR 00919 | Directed Trustee | $4,047 |
OSAIC WEALTH INC1 year Service code 55 10EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $2,659 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,472 | $45,343-15.2% | $150,298-74.4% | $67,986-43.4% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 5.06% | 33.28%-28.2pp | 62.79%-57.7pp | 31.67%-26.6pp |
| Employer contribution / active EE | $3,181 | $1,462+117.6% | $4,154-23.4% | $2,019+57.6% |
| Participant deferral / active EE | $3,656 | $2,055+78.0% | $5,453-32.9% | $3,358+8.9% |
| Admin fee / account holder | $406 | $2,250-81.9% | $14,116-97.1% | $3,203-87.3% |