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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) | $31,155 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,875 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,137 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,496 | $101,539-34.5% | $147,041-54.8% | $74,400-10.6% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 16.47% | 8740.84%-8724.4pp | 419.21%-402.7pp | 1367.51%-1351.0pp |
| Employer contribution / active EE | $3,779 | $3,811-0.8% | $4,935-23.4% | $2,624+44.0% |
| Participant deferral / active EE | $16,096 | $7,304+120.4% | $8,071+99.4% | $4,348+270.2% |
| Admin fee / account holder | $242 | $1,749-86.1% | $13,006-98.1% | $1,944-87.5% |