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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.)
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 | $31,036 | $86,795-64.2% | $67,681-54.1% | $64,728-52.1% |
| Participation rate | 28.9% | 71.7%-42.8pp | 73.7%-44.8pp | 57.9%-29.0pp |
| Annual return | 11.34% | 12.58%-1.2pp | 590.58%-579.2pp | 49.38%-38.0pp |
| Employer contribution / active EE | $803 | $2,837-71.7% | $2,678-70.0% | $2,243-64.2% |
| Participant deferral / active EE | $1,386 | $3,430-59.6% | $3,976-65.1% | $2,729-49.2% |
| Admin fee / account holder | $320 | $238+34.5% | $6,100-94.7% | $1,145-72.0% |