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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 62 · EIN 84-1455663 | Recordkeeping fees; Float revenue | $31,382 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $18,677 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 | Contract Administrator | $3,858 |
O3 ANNUITY SERVICES LLC1 year Filed as: ANNUITY INSURANCE CO Service code 13 · EIN 03-0271340 | Contract Administrator | $2,100 |
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 | $36,344 | $61,356-40.8% | $149,696-75.7% | $71,511-49.2% |
| Participation rate | 66.1% | 62.5%+3.6pp | 78.8%-12.7pp | 67.9%-1.8pp |
| Annual return | 14.86% | 35.86%-21.0pp | 134.46%-119.6pp | 28.86%-14.0pp |
| Employer contribution / active EE | $1,659 | $2,382-30.3% | $4,821-65.6% | $2,589-35.9% |
| Participant deferral / active EE | $2,585 | $2,920-11.4% | $5,682-54.5% | $4,291-39.7% |
| Admin fee / account holder | $130 | $1,263-89.7% | $13,212-99.0% | $1,588-91.8% |