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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 | $7,472 |
OSAIC WEALTH INC2 years Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $4,695 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · FORT WAYNE, IN 80111 | Investment Management | $2,276 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES INC Service code 13 PO BOX 192194 · SAN JUAN, PR 009192194 | Contract Administrator | $1,562 |
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 | $79,456 | $154,228-48.5% | $145,433-45.4% | $137,256-42.1% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 6.87% | 74.59%-67.7pp | 66.58%-59.7pp | 220.34%-213.5pp |
| Employer contribution / active EE | $2,140 | $4,804-55.4% | $4,554-53.0% | $4,156-48.5% |
| Participant deferral / active EE | $4,619 | $8,216-43.8% | $7,897-41.5% | $6,407-27.9% |
| Admin fee / account holder | $7,033 | $14,344-51.0% | $13,129-46.4% | $12,270-42.7% |