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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $24,773 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,782 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,769 | $86,795-43.8% | $67,681-27.9% | $64,728-24.7% |
| Participation rate | 47.2% | 71.7%-24.4pp | 73.7%-26.5pp | 57.9%-10.7pp |
| Annual return | 17.46% | 12.58%+4.9pp | 590.58%-573.1pp | 49.38%-31.9pp |
| Employer contribution / active EE | $1,370 | $2,837-51.7% | $2,678-48.8% | $2,243-38.9% |
| Participant deferral / active EE | $1,769 | $3,430-48.4% | $3,976-55.5% | $2,729-35.2% |
| Admin fee / account holder | $267 | $238+12.0% | $6,100-95.6% | $1,145-76.7% |