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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150,428 |
LPL FINANCIAL9+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $55,394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,320 | $47,180+10.9% | $149,723-65.1% | $74,473-29.7% |
| Participation rate | 84.6% | 63.4%+21.2pp | 78.8%+5.8pp | 70.7%+13.9pp |
| Annual return | 16.43% | 22.75%-6.3pp | 134.50%-118.1pp | 34.36%-17.9pp |
| Employer contribution / active EE | $3,377 | $1,907+77.1% | $4,821-30.0% | $2,638+28.0% |
| Participant deferral / active EE | $3,048 | $2,730+11.6% | $5,682-46.4% | $4,530-32.7% |
| Admin fee / account holder | $351 | $343+2.4% | $13,215-97.3% | $347+1.2% |