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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 | $65,072+141.9% | $66,439+136.9% | $65,306+141.1% |
| Participation rate | 58.5% | 69.1%-10.6pp | 74.5%-16.0pp | 57.7%+0.8pp |
| Annual return | 11.98% | 21.50%-9.5pp | 757.66%-745.7pp | 21.94%-10.0pp |
| Employer contribution / active EE | $3,020 | $2,475+22.0% | $2,637+14.6% | $1,967+53.5% |
| Participant deferral / active EE | $4,817 | $3,234+48.9% | $3,876+24.3% | $2,959+62.8% |
| Admin fee / account holder | $243 | $1,323-81.6% | $6,173-96.1% | $3,480-93.0% |