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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL CORPORATION Service code 53 | Insurance Commissions | $17,136 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $9,606 |
DEFINITI LLC4 years Filed as: DEFINITI Service code 13 · EIN 85-0833363 | Contract Administrator | $7,773 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,154 |
LPL FINANCIAL7 years Service code 53 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Insurance Commissions | $0 |
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 | $75,060 | $27,800+170.0% | $58,544+28.2% | $71,495+5.0% |
| Participation rate | 85.8% | 34.6%+51.2pp | 50.9%+34.9pp | 67.9%+17.9pp |
| Annual return | 18.55% | 26.80%-8.2pp | 4249.56%-4231.0pp | 28.85%-10.3pp |
| Employer contribution / active EE | $3,258 | $632+415.9% | $1,053+209.4% | $2,589+25.8% |
| Participant deferral / active EE | $3,972 | $1,208+228.8% | $1,923+106.6% | $4,291-7.4% |
| Admin fee / account holder | $86 | $1,637-94.8% | $2,520-96.6% | $1,588-94.6% |