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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,739 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $23,672 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $19,818 |
REDWOOD PENSIONS, LLC9 years Service code 13 · EIN 27-2431450 | Contract Administrator | $13,721 |
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 | $231,912 | $101,499+128.5% | $147,005+57.8% | $74,546+211.1% |
| Participation rate | 90.5% | 75.5%+15.0pp | 82.2%+8.4pp | 67.2%+23.3pp |
| Annual return | 14.82% | 8732.34%-8717.5pp | 418.76%-403.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $7,156 | $3,811+87.8% | $4,934+45.0% | $2,624+172.7% |
| Participant deferral / active EE | $10,999 | $7,304+50.6% | $8,070+36.3% | $4,347+153.0% |
| Admin fee / account holder | $1,298 | $1,748-25.8% | $13,006-90.0% | $1,944-33.2% |