Filed March 19, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $27,995 |
STRATOS WEALTH PARTNERS1 year Service code 27 3750 PARK EAST DR STE 200 · BEACHWOOD, OH 44122 | Advisory (Plan) | $15,710 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,158 |
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.
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 | $29,410 | $107,415-72.6% | $135,942-78.4% | $80,149-63.3% |
| Participation rate | 76.8% | 78.0%-1.2pp | 81.9%-5.1pp | 72.9%+3.9pp |
| Annual return | 1658.80% | 91.99%+1566.8pp | 68.28%+1590.5pp | 40.39%+1618.4pp |
| Employer contribution / active EE | $124 | $3,878-96.8% | $4,858-97.5% | $2,977-95.8% |
| Participant deferral / active EE | $1,161 | $8,189-85.8% | $7,759-85.0% | $5,015-76.8% |
| Admin fee / account holder | $51 | $127-60.0% | $10,764-99.5% | $145-64.9% |