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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $38,932 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,822 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,567 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,930 | $79,223-53.4% | $102,460-64.0% | $74,478-50.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.56% | 54.98%-43.4pp | 29.47%-17.9pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $2,400 | $2,363+1.6% | $3,025-20.7% | $2,626-8.6% |
| Participant deferral / active EE | $3,695 | $4,417-16.4% | $5,056-26.9% | $4,350-15.1% |
| Admin fee / account holder | $299 | $2,003-85.1% | $9,460-96.8% | $1,946-84.6% |