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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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,117 | $45,343-20.3% | $150,298-76.0% | $67,986-46.9% |
| Participation rate | 76.3% | 51.9%+24.5pp | 77.8%-1.4pp | 57.2%+19.1pp |
| Annual return | 11.78% | 33.28%-21.5pp | 62.79%-51.0pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,533 | $1,462+4.9% | $4,154-63.1% | $2,019-24.1% |
| Participant deferral / active EE | $3,412 | $2,055+66.1% | $5,453-37.4% | $3,358+1.6% |
| Admin fee / account holder | $17 | $2,250-99.2% | $14,116-99.9% | $3,203-99.5% |