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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 | $162,136-51.0% | $152,301-47.8% | $154,746-48.7% |
| Participation rate | 90.5% | 84.1%+6.4pp | 82.4%+8.0pp | 80.7%+9.8pp |
| Annual return | 6.87% | 91.02%-84.2pp | 80.50%-73.6pp | 172.34%-165.5pp |
| Employer contribution / active EE | $2,140 | $4,890-56.2% | $4,624-53.7% | $4,379-51.1% |
| Participant deferral / active EE | $4,619 | $8,341-44.6% | $8,004-42.3% | $6,730-31.4% |
| Admin fee / account holder | $7,033 | $15,759-55.4% | $14,398-51.2% | $14,365-51.0% |