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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EACH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,759 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 55 | Other Commissions | $37,051 |
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC ACTUARIAL SERIVCES Service code 13 | Contract Administrator | $7,306 |
INTAC ACTUARIAL SERVICES6 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 13 · EIN 22-2446239 300 TICE BLVD, SUITE 289 · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $3,408 |
LPL FINANCIAL1 year Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,279 | $42,909+131.4% | $152,093-34.7% | $71,012+39.8% |
| Participation rate | 23.7% | 54.7%-31.0pp | 77.8%-54.1pp | 58.6%-34.9pp |
| Annual return | 19.50% | 30.57%-11.1pp | 66.36%-46.9pp | 37.67%-18.2pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $2,685 | $1,904+41.0% | $5,451-50.8% | $3,246-17.3% |
| Admin fee / account holder | $449 | $1,014-55.7% | $14,497-96.9% | $1,167-61.5% |