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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,961 |
BOON ADMINISTRATIVE SERVICES INC5+ years Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $24,098 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $21,028 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $8,342 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $14,171 | $57,057-75.2% | $85,009-83.3% | $80,874-82.5% |
| Participation rate | 48.5% | 56.4%-7.9pp | 67.5%-19.1pp | 67.6%-19.2pp |
| Annual return | 10.21% | 21.66%-11.5pp | 66.47%-56.3pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,563 | $1,799-13.1% | $2,728-42.7% | $2,756-43.3% |
| Participant deferral / active EE | $2,092 | $3,112-32.8% | $4,522-53.7% | $4,297-51.3% |
| Admin fee / account holder | $599 | $4,986-88.0% | $6,153-90.3% | $6,935-91.4% |