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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,607 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $17,807 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,343 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $2,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,810 | $80,763-24.7% | $102,412-40.6% | $74,459-18.3% |
| Participation rate | 48.5% | 65.7%-17.2pp | 74.5%-26.0pp | 67.2%-18.7pp |
| Annual return | 13.20% | 27.57%-14.4pp | 24.94%-11.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $938 | $3,160-70.3% | $3,870-75.8% | $2,626-64.3% |
| Participant deferral / active EE | $1,778 | $3,862-54.0% | $5,060-64.9% | $4,350-59.1% |
| Admin fee / account holder | $218 | $2,371-90.8% | $8,388-97.4% | $1,945-88.8% |