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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 | $43,496-17.0% | $161,489-77.6% | $64,340-43.9% |
| Participation rate | 76.3% | 53.5%+22.8pp | 78.7%-2.4pp | 55.2%+21.1pp |
| Annual return | 11.78% | 20.76%-9.0pp | 89.72%-77.9pp | 24.14%-12.4pp |
| Employer contribution / active EE | $1,533 | $1,431+7.2% | $4,268-64.1% | $1,862-17.6% |
| Participant deferral / active EE | $3,412 | $1,996+71.0% | $5,630-39.4% | $2,980+14.5% |
| Admin fee / account holder | $17 | $2,330-99.3% | $16,006-99.9% | $3,703-99.5% |