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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 | $173,828 |
LPL FINANCIAL10+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $62,854 |
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 | $57,366 | $50,902+12.7% | $155,534-63.1% | $77,736-26.2% |
| Participation rate | 82.2% | 63.1%+19.1pp | 78.2%+4.0pp | 70.6%+11.6pp |
| Annual return | 14.84% | 34.85%-20.0pp | 64.92%-50.1pp | 31.26%-16.4pp |
| Employer contribution / active EE | $3,298 | $1,991+65.6% | $4,675-29.4% | $2,728+20.9% |
| Participant deferral / active EE | $3,253 | $2,824+15.2% | $5,630-42.2% | $4,651-30.1% |
| Admin fee / account holder | $402 | $437-8.0% | $15,900-97.5% | $433-7.3% |