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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.
Employer 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 | $92,071-66.3% | $63,803-51.4% | $71,012-56.3% |
| Participation rate | 28.9% | 73.7%-44.8pp | 72.7%-43.8pp | 58.6%-29.7pp |
| Annual return | 11.34% | 13.14%-1.8pp | 543.72%-532.4pp | 37.67%-26.3pp |
| Employer contribution / active EE | $803 | $3,085-74.0% | $2,532-68.3% | $2,348-65.8% |
| Participant deferral / active EE | $1,386 | $3,765-63.2% | $3,843-63.9% | $3,246-57.3% |
| Admin fee / account holder | $320 | $227+41.4% | $5,196-93.8% | $1,167-72.5% |