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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 | Recordkeeping Fees | $48,340 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $23,105 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERIVCES Service code 13 | Contract Administrator | $4,650 |
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 13 · EIN 22-2446239 | Contract Administrator | $1,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,336 | $47,135+74.7% | $149,717-45.0% | $74,440+10.6% |
| Participation rate | 19.7% | 63.4%-43.7pp | 78.8%-59.1pp | 70.7%-51.1pp |
| Annual return | 20.44% | 22.75%-2.3pp | 134.41%-114.0pp | 34.37%-13.9pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,257 | $2,728-17.3% | $5,682-60.3% | $4,529-50.2% |
| Admin fee / account holder | $373 | $343+8.8% | $13,213-97.2% | $348+7.2% |