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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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,769 | $93,351-47.8% | $62,929-22.5% | $79,634-38.8% |
| Participation rate | 47.2% | 74.6%-27.4pp | 73.1%-25.9pp | 62.5%-15.3pp |
| Annual return | 17.46% | 14.37%+3.1pp | 1063.93%-1046.5pp | 36.46%-19.0pp |
| Employer contribution / active EE | $1,370 | $3,135-56.3% | $2,505-45.3% | $2,529-45.8% |
| Participant deferral / active EE | $1,769 | $3,921-54.9% | $3,888-54.5% | $3,835-53.9% |
| Admin fee / account holder | $267 | $229+16.5% | $5,065-94.7% | $1,002-73.4% |