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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 | $7,159 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $4,246 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · FORT WAYNE, IN 80111 | Investment Management | $1,808 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES INC Service code 13 PO BOX 192194 · SAN JUAN, PR 009192194 | Contract Administrator | $1,479 |
Participant 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 | $67,723 | $160,070-57.7% | $147,117-54.0% | $145,897-53.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.86% | 98.69%-91.8pp | 420.54%-413.7pp | 552.29%-545.4pp |
| Employer contribution / active EE | $3,945 | $5,285-25.3% | $4,932-20.0% | $4,663-15.4% |
| Participant deferral / active EE | $1,857 | $8,419-77.9% | $8,065-77.0% | $6,689-72.2% |
| Admin fee / account holder | $2,967 | $15,035-80.3% | $12,993-77.2% | $13,390-77.8% |