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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $15,610 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,501 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,760 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,802 | $52,450+19.7% | $129,397-51.5% | $74,429-15.6% |
| Participation rate | 42.8% | 53.8%-11.1pp | 69.6%-26.8pp | 67.2%-24.4pp |
| Annual return | 14.79% | 15.65%-0.9pp | 9453.98%-9439.2pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,267 | $1,532-17.3% | $4,154-69.5% | $2,625-51.7% |
| Participant deferral / active EE | $2,677 | $2,797-4.3% | $4,167-35.8% | $4,348-38.4% |
| Admin fee / account holder | $312 | $2,636-88.2% | $7,679-95.9% | $1,944-84.0% |