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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $10,687 |
Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $4,700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,402 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,148 | $66,004-78.6% | $81,820-82.7% | $77,714-81.8% |
| Participation rate | 63.5% | 65.8%-2.3pp | 72.4%-8.9pp | 70.6%-7.1pp |
| Annual return | 17.36% | 26.65%-9.3pp | 777.93%-760.6pp | 31.26%-13.9pp |
| Employer contribution / active EE | $1,105 | $2,375-53.5% | $2,915-62.1% | $2,727-59.5% |
| Participant deferral / active EE | $1,112 | $3,508-68.3% | $4,323-74.3% | $4,649-76.1% |
| Admin fee / account holder | $129 | $527-75.6% | $7,391-98.3% | $433-70.3% |