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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 | $32,979 |
QUINONES ARCHILLA4 years Service code 27 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Advisory (Plan) | $7,383 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $7,128 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $1,297 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,276 | $55,472-54.4% | $155,567-83.8% | $74,546-66.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 18.04% | 268.72%-250.7pp | 64.74%-46.7pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $646 | $2,269-71.5% | $4,674-86.2% | $2,624-75.4% |
| Participant deferral / active EE | $1,993 | $2,838-29.8% | $5,628-64.6% | $4,347-54.1% |
| Admin fee / account holder | $349 | $1,743-80.0% | $15,916-97.8% | $1,944-82.1% |