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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,061 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $21,095 |
THE BENEFIT PRACTICE2+ years Service code 13 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Contract Administrator | $10,191 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Investment Management | $3,143 |
MMA SECURITIES LLC1 year Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $2,441 |
LPL FINANCIAL2+ years Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,038 | $80,177-58.8% | $123,894-73.3% | $57,658-42.7% |
| Participation rate | 52.6% | 74.4%-21.8pp | 81.4%-28.8pp | 70.2%-17.6pp |
| Annual return | 20.32% | 17.90%+2.4pp | 47.52%-27.2pp | 5.13%+15.2pp |
| Employer contribution / active EE | $2,073 | $2,913-28.8% | $4,617-55.1% | $1,974+5.1% |
| Participant deferral / active EE | $3,513 | $5,130-31.5% | $5,984-41.3% | $3,061+14.8% |
| Admin fee / account holder | $103 | $106-3.1% | $8,357-98.8% | $95+9.0% |