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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2+ years Filed as: OSAIC ADVISORY SERVICES LLC Service code 27 5155 PEACHTREE PKWY STE 3220 · NORCROSS, GA 30092 | Advisory (Plan) | $32,758 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,290 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,596 | $96,486-73.5% | $153,643-83.3% | $77,736-67.1% |
| Participation rate | 57.9% | 81.6%-23.7pp | 77.1%-19.2pp | 70.6%-12.7pp |
| Annual return | 11.85% | 14.44%-2.6pp | 15.71%-3.9pp | 31.26%-19.4pp |
| Employer contribution / active EE | $2,076 | $5,224-60.3% | $5,039-58.8% | $2,728-23.9% |
| Participant deferral / active EE | $3,524 | $6,609-46.7% | $6,754-47.8% | $4,651-24.2% |
| Admin fee / account holder | $311 | $182+70.2% | $12,739-97.6% | $433-28.3% |