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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4+ years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $35,586 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $18,834 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE LLP Service code 99 3900 W ALAMEDA STE 2400 · BURBANK, CA 91505 | Other Fees | $14,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $324 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,694 | $86,949+141.2% | $102,460+104.7% | $80,959+159.0% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.7%+6.5pp |
| Annual return | 16.22% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,229 | $2,370-48.1% | $3,025-59.4% | $2,757-55.4% |
| Participant deferral / active EE | $9,680 | $4,121+134.9% | $5,056+91.5% | $4,300+125.1% |
| Admin fee / account holder | $117 | $8,048-98.6% | $9,460-98.8% | $6,925-98.3% |