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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 | $29,415 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $12,754 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 13 494 SYCAMORE AVE · SHREWBURY, NJ 07702 | Contract Administrator | $1,555 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $1,459 |
ORIENTAL BANK6 years Filed as: ORIENTAL BANK & TRUST Service code 13 PO BOX 191429 · SAN JUAN, PR 009191429 | Contract Administrator | $1,364 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,245 | $55,437-85.1% | $155,534-94.7% | $74,459-88.9% |
| Participation rate | 94.2% | 61.9%+32.3pp | 78.2%+16.0pp | 67.2%+27.0pp |
| Annual return | 9.29% | 269.58%-260.3pp | 64.92%-55.6pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $887 | $2,266-60.9% | $4,675-81.0% | $2,626-66.2% |
| Participant deferral / active EE | $1,527 | $2,837-46.2% | $5,630-72.9% | $4,350-64.9% |
| Admin fee / account holder | $71 | $1,742-96.0% | $15,900-99.6% | $1,945-96.4% |