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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Service code 55 | Other Commissions | $12,360 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,278 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $518 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL, LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,117 | $46,688-22.6% | $189,758-81.0% | $69,733-48.2% |
| Participation rate | 76.3% | 61.7%+14.6pp | 79.8%-3.5pp | 62.5%+13.9pp |
| Annual return | 11.78% | 14.35%-2.6pp | 52.62%-40.8pp | 15.22%-3.4pp |
| Employer contribution / active EE | $1,533 | $1,695-9.5% | $4,767-67.8% | $2,250-31.9% |
| Participant deferral / active EE | $3,412 | $2,143+59.2% | $5,856-41.7% | $3,054+11.7% |
| Admin fee / account holder | $17 | $1,700-99.0% | $20,388-99.9% | $3,102-99.4% |