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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,260 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $15,933 |
Service code 13 494 SYCAMORE AVE · SHREWSBURY, NJ 07702 | Contract Administrator | $3,889 |
Filed as: EMPOWER ADVISTORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,911 | $46,688-8.1% | $189,758-77.4% | $69,733-38.5% |
| Participation rate | 44.3% | 61.7%-17.4pp | 79.8%-35.5pp | 62.5%-18.1pp |
| Annual return | 11.33% | 14.35%-3.0pp | 52.62%-41.3pp | 15.22%-3.9pp |
| Employer contribution / active EE | $473 | $1,695-72.1% | $4,767-90.1% | $2,250-79.0% |
| Participant deferral / active EE | $2,016 | $2,143-5.9% | $5,856-65.6% | $3,054-34.0% |
| Admin fee / account holder | $359 | $1,700-78.9% | $20,388-98.2% | $3,102-88.4% |