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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 | $27,332 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $13,657 |
Service code 13 494 SYCAMORE AVE · SHREWSBURY, NJ 07702 | Contract Administrator | $3,022 |
Filed as: EMPOWER ADVISTORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $38,220 | $165,890-77.0% | $155,574-75.4% | - |
| Participation rate | 41.4% | 63.3%-21.9pp | 78.2%-36.8pp | - |
| Annual return | 13.08% | 19.47%-6.4pp | 64.87%-51.8pp | - |
| Employer contribution / active EE | $467 | $2,522-81.5% | $4,676-90.0% | - |
| Participant deferral / active EE | $2,266 | $2,935-22.8% | $5,629-59.7% | - |
| Admin fee / account holder | $295 | $97,423-99.7% | $15,914-98.1% | - |