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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 | $43,496-1.3% | $161,489-73.4% | $64,340-33.3% |
| Participation rate | 44.3% | 53.5%-9.2pp | 78.7%-34.4pp | 55.2%-10.9pp |
| Annual return | 11.33% | 20.76%-9.4pp | 89.72%-78.4pp | 24.14%-12.8pp |
| Employer contribution / active EE | $473 | $1,431-67.0% | $4,268-88.9% | $1,862-74.6% |
| Participant deferral / active EE | $2,016 | $1,996+1.0% | $5,630-64.2% | $2,980-32.4% |
| Admin fee / account holder | $359 | $2,330-84.6% | $16,006-97.8% | $3,703-90.3% |