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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $8,765 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 101 BRADFORD RD. · WEXFORD, PA 15090 | Contract Administrator | $5,847 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $538 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $82 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,514 | $76,000-28.3% | $154,111-64.6% | $64,186-15.1% |
| Participation rate | 63.8% | 70.4%-6.6pp | 83.0%-19.3pp | 69.6%-5.8pp |
| Annual return | -5.19% | 30.32%-35.5pp | 735.15%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,002 | $3,351-70.1% | $5,298-81.1% | $2,381-57.9% |
| Participant deferral / active EE | $5,672 | $3,175+78.6% | $5,081+11.6% | $3,470+63.5% |
| Admin fee / account holder | $9 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |