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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.)
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 | $42,911 | $45,343-5.4% | $150,298-71.4% | $67,986-36.9% |
| Participation rate | 44.3% | 51.9%-7.5pp | 77.8%-33.4pp | 57.2%-12.9pp |
| Annual return | 11.33% | 33.28%-22.0pp | 62.79%-51.5pp | 31.67%-20.3pp |
| Employer contribution / active EE | $473 | $1,462-67.7% | $4,154-88.6% | $2,019-76.6% |
| Participant deferral / active EE | $2,016 | $2,055-1.9% | $5,453-63.0% | $3,358-40.0% |
| Admin fee / account holder | $359 | $2,250-84.0% | $14,116-97.5% | $3,203-88.8% |