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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,725 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $11,583 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $8,641 |
Service code 13 PO BOX 1282 · CHICO, CA 95927 | Contract Administrator | $6,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,036 | $84,045-63.1% | $77,361-59.9% | $69,255-55.2% |
| Participation rate | 28.9% | 71.8%-42.9pp | 75.0%-46.1pp | 69.0%-40.2pp |
| Annual return | 11.34% | 12.46%-1.1pp | 1011.54%-1000.2pp | 26.73%-15.4pp |
| Employer contribution / active EE | $803 | $2,954-72.8% | $2,990-73.1% | $2,645-69.6% |
| Participant deferral / active EE | $1,386 | $3,349-58.6% | $3,911-64.6% | $2,890-52.0% |
| Admin fee / account holder | $320 | $239+34.1% | $5,894-94.6% | $733-56.3% |