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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,421 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $29,516 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERIVCES Service code 13 | Contract Administrator | $5,954 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,134 |
INTAC ACTUARIAL SERVICES5 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 13 · EIN 22-2446239 300 TICE BLVD, SUITE 289 · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,692 | $50,919+64.4% | $155,556-46.2% | $77,762+7.6% |
| Participation rate | 23.5% | 63.1%-39.6pp | 78.2%-54.7pp | 70.6%-47.1pp |
| Annual return | 15.17% | 34.84%-19.7pp | 64.84%-49.7pp | 31.27%-16.1pp |
| Employer contribution / active EE | $19 | $1,991-99.0% | $4,675-99.6% | $2,728-99.3% |
| Participant deferral / active EE | $2,675 | $2,824-5.3% | $5,631-52.5% | $4,651-42.5% |
| Admin fee / account holder | $391 | $437-10.4% | $15,885-97.5% | $433-9.6% |