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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $33,941 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,501 |
Service code 13 · EIN 23-1735188 | Contract Administrator | $13,007 |
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 | $46,648 | $91,424-49.0% | $135,942-65.7% | $71,495-34.8% |
| Participation rate | 85.7% | 75.7%+10.1pp | 81.9%+3.8pp | 67.9%+17.8pp |
| Annual return | 16.98% | 29.90%-12.9pp | 68.28%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $445 | $3,704-88.0% | $4,858-90.8% | $2,589-82.8% |
| Participant deferral / active EE | $4,103 | $7,092-42.1% | $7,759-47.1% | $4,291-4.4% |
| Admin fee / account holder | $243 | $1,266-80.8% | $10,764-97.7% | $1,588-84.7% |