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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,097 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $8,239 |
Service code 13 · EIN 23-2776666 | Contract Administrator | $2,332 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,628 | $50,199-52.9% | $70,098-66.3% | $66,930-64.7% |
| Participation rate | 43.1% | 66.3%-23.3pp | 70.5%-27.4pp | 69.8%-26.8pp |
| Annual return | -14.82% | -13.85%-1.0pp | 190.76%-205.6pp | 1.57%-16.4pp |
| Employer contribution / active EE | $1,309 | $1,864-29.8% | $2,560-48.9% | $2,545-48.6% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,238-100.0% |
| Admin fee / account holder | $176 | $600-70.7% | $6,266-97.2% | $593-70.4% |