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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,484 |
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,666 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,047 |
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 | $47,752 | $45,602+4.7% | $117,498-59.4% | $66,930-28.7% |
| Participation rate | 42.8% | 57.6%-14.9pp | 70.6%-27.8pp | 69.8%-27.0pp |
| Annual return | -18.75% | -16.74%-2.0pp | 29.75%-48.5pp | 1.57%-20.3pp |
| Employer contribution / active EE | $1,329 | $1,579-15.8% | $4,178-68.2% | $2,545-47.8% |
| Participant deferral / active EE | $2,751 | $2,845-3.3% | $4,071-32.4% | $4,238-35.1% |
| Admin fee / account holder | $309 | $661-53.2% | $5,646-94.5% | $593-47.9% |