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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 | $138,672 |
BOON ADMINISTRATIVE SERVICES INC3+ years Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $41,521 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $26,342 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $11,023 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,779 | $34,634-74.7% | $77,100-88.6% | $64,824-86.5% |
| Participation rate | 68.4% | 49.8%+18.6pp | 67.9%+0.5pp | 71.5%-3.1pp |
| Annual return | -21.47% | -5.31%-16.2pp | 42.35%-63.8pp | 32.84%-54.3pp |
| Employer contribution / active EE | $1,579 | $1,385+14.0% | $2,815-43.9% | $2,507-37.0% |
| Participant deferral / active EE | $1,909 | $2,553-25.2% | $4,430-56.9% | $4,311-55.7% |
| Admin fee / account holder | $277 | $178+55.4% | $5,443-94.9% | $188+47.5% |