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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $13,484 |
CARON & BLETZER, PLLC6 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,489 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $24,714 | $47,180-47.6% | $149,723-83.5% | $74,473-66.8% |
| Participation rate | 38.8% | 63.4%-24.6pp | 78.8%-40.0pp | 70.7%-31.9pp |
| Annual return | 28.11% | 22.75%+5.4pp | 134.50%-106.4pp | 34.36%-6.3pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,096 | $2,730-59.9% | $5,682-80.7% | $4,530-75.8% |
| Admin fee / account holder | $132 | $343-61.5% | $13,215-99.0% | $347-62.0% |