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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 | $26,605 |
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,863 |
THE RETIREMENT ADVANTAGE INC8 years Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,422 | $65,084+141.9% | $67,681+132.6% | $64,340+144.7% |
| Participation rate | 58.5% | 66.7%-8.2pp | 73.7%-15.2pp | 55.2%+3.3pp |
| Annual return | 11.98% | 20.50%-8.5pp | 590.58%-578.6pp | 24.14%-12.2pp |
| Employer contribution / active EE | $3,020 | $2,398+25.9% | $2,678+12.8% | $1,862+62.2% |
| Participant deferral / active EE | $4,817 | $3,210+50.0% | $3,976+21.1% | $2,980+61.6% |
| Admin fee / account holder | $243 | $1,415-82.8% | $6,100-96.0% | $3,703-93.4% |