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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $39,898 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $23,545 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 | Contract Administrator | $4,816 |
Filed as: FUTURE PLANNING ASSOCIATES INC. Service code 13 · EIN 03-0271340 | Contract Administrator | $2,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,148 | $55,446-24.0% | $155,574-72.9% | $74,429-43.4% |
| Participation rate | 67.2% | 61.9%+5.3pp | 78.2%-11.0pp | 67.2%0pp |
| Annual return | 13.98% | 269.20%-255.2pp | 64.87%-50.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $1,936 | $2,266-14.6% | $4,676-58.6% | $2,625-26.2% |
| Participant deferral / active EE | $3,365 | $2,836+18.7% | $5,629-40.2% | $4,348-22.6% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |