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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $8,277 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $3,205 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,917 |
Service code 27 100 OTTAWA AVE SW · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $720 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $555 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,992 | $49,915+12.2% | $154,803-63.8% | $74,304-24.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 10.76% | 34.06%-23.3pp | 58.88%-48.1pp | 29.43%-18.7pp |
| Employer contribution / active EE | $15,748 | $1,611+877.3% | $4,305+265.8% | $2,241+602.6% |
| Participant deferral / active EE | $2,165 | $2,255-4.0% | $5,540-60.9% | $3,767-42.5% |
| Admin fee / account holder | $58 | $2,189-97.4% | $14,329-99.6% | $2,969-98.0% |