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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 | $101,672+128.1% | $147,117+57.6% | $74,478+211.4% |
| Participation rate | 90.5% | 75.5%+15.0pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 14.82% | 8757.83%-8743.0pp | 420.54%-405.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $7,156 | $3,813+87.7% | $4,932+45.1% | $2,626+172.5% |
| Participant deferral / active EE | $10,999 | $7,305+50.6% | $8,065+36.4% | $4,350+152.8% |
| Admin fee / account holder | $1,298 | $1,753-26.0% | $12,993-90.0% | $1,946-33.3% |