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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,978 |
LPL FINANCIAL9+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $38,902 |
DAY SECKLER LLP2 years Service code 10 300 WESTAGE BUSINESS CENTER DR · FISHKILL, NY 12524 | Accounting | $11,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $308 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,276 | $48,744-37.9% | $93,696-67.7% | $199,960-84.9% |
| Participation rate | 92.1% | 63.7%+28.4pp | 68.7%+23.4pp | 72.0%+20.1pp |
| Annual return | 11.57% | 15.36%-3.8pp | 133.74%-122.2pp | 34.28%-22.7pp |
| Employer contribution / active EE | $632 | $1,140-44.5% | $2,422-73.9% | $3,036-79.2% |
| Participant deferral / active EE | $2,051 | $2,825-27.4% | $4,417-53.6% | $5,087-59.7% |
| Admin fee / account holder | $71 | $195-63.7% | $8,287-99.1% | $269-73.7% |