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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 | $26,341 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $12,595 |
Service code 13 494 SYCAMORE AVE · SHREWSBURY, NJ 07702 | Contract Administrator | $1,705 |
THE VARGO COMPANY2 years Service code 13 4932 IROQUOIS AVENUE · ERIE, PA 16511 | Contract Administrator | $1,431 |
Filed as: EMPOWER ADVISTORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,713 | $61,356-45.1% | $149,696-77.5% | $71,511-52.9% |
| Participation rate | 43.8% | 62.5%-18.7pp | 78.8%-35.0pp | 67.9%-24.1pp |
| Annual return | 10.75% | 35.86%-25.1pp | 134.46%-123.7pp | 28.86%-18.1pp |
| Employer contribution / active EE | $525 | $2,382-77.9% | $4,821-89.1% | $2,589-79.7% |
| Participant deferral / active EE | $2,710 | $2,920-7.2% | $5,682-52.3% | $4,291-36.8% |
| Admin fee / account holder | $280 | $1,263-77.9% | $13,212-97.9% | $1,588-82.4% |