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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 | $101,653-34.6% | $147,080-54.8% | $74,459-10.7% |
| Participation rate | 98.0% | 75.6%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 16.47% | 8754.98%-8738.5pp | 420.17%-403.7pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $3,779 | $3,813-0.9% | $4,933-23.4% | $2,626+43.9% |
| Participant deferral / active EE | $16,096 | $7,304+120.4% | $8,066+99.5% | $4,350+270.0% |
| Admin fee / account holder | $242 | $1,752-86.2% | $12,989-98.1% | $1,945-87.5% |