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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,854 |
LPL FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $19,619 |
DONELAN'S SUPERMARKET8+ years Service code 99 PO BOX 98 · LITTLETON, MA 01460 | Other Fees | $16,003 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $4,441 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,107 | $49,451+9.4% | $79,580-32.0% | $66,938-19.2% |
| Participation rate | 51.2% | 61.3%-10.2pp | 69.5%-18.3pp | 69.8%-18.7pp |
| Annual return | -12.26% | 84.25%-96.5pp | 0.15%-12.4pp | 1.58%-13.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,335 | $3,159-57.7% | $3,985-66.5% | $4,238-68.5% |
| Admin fee / account holder | $415 | $595-30.1% | $6,835-93.9% | $594-30.0% |