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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $19,234 |
LPL FINANCIAL5 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $18,722 |
LMHS, PC8+ years Filed as: LMHS, P.C. Service code 10 80 WASHINGTON ST. BUILDING S · NORWELL, MA 02061 | Accounting | $14,000 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,559 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $950 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,510 | $106,236+2.1% | $112,228-3.3% | $64,808+67.4% |
| Participation rate | 66.0% | 71.7%-5.6pp | 75.1%-9.0pp | 71.5%-5.4pp |
| Annual return | -14.85% | -6.02%-8.8pp | 27.45%-42.3pp | 32.82%-47.7pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,613 | $3,785+48.3% | $4,728+18.7% | $4,310+30.2% |
| Admin fee / account holder | $127 | $452-71.8% | $6,410-98.0% | $188-32.1% |