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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $32,514 |
Service code 13 · EIN 23-1735188 | Contract Administrator | $19,696 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,154 |
Employer contribution per participant 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 | $38,797 | $84,493-54.1% | $125,381-69.1% | $66,938-42.0% |
| Participation rate | 86.6% | 76.4%+10.1pp | 82.4%+4.2pp | 69.8%+16.7pp |
| Annual return | -15.00% | -8.49%-6.5pp | 572.31%-587.3pp | 1.58%-16.6pp |
| Employer contribution / active EE | $319 | $3,554-91.0% | $4,815-93.4% | $2,545-87.5% |
| Participant deferral / active EE | $3,823 | $6,783-43.6% | $7,448-48.7% | $4,238-9.8% |
| Admin fee / account holder | $229 | $685-66.6% | $10,007-97.7% | $594-61.4% |