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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUNITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,991 |
OSBORNE & ASSOCIATES, INC.6 years Filed as: OSBORNE & ASSOCIATES INC. Service code 13 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Contract Administrator | $21,600 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,814 |
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,349 |
OSBORNE & ASSOCIATES, INC.2 years Filed as: OSBORNE & ASSOCIATES INC Service code 13 | Contract Administrator | $0 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,810 | $90,489-71.5% | $76,051-66.1% | $145,978-82.3% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 6.38% | 622.78%-616.4pp | 360.42%-354.0pp | 550.52%-544.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $98,011 | $5,164+1797.8% | $4,257+2202.2% | $6,690+1365.1% |
| Admin fee / account holder | $1,804 | $8,374-78.5% | $6,416-71.9% | $13,400-86.5% |