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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 | $723,649 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $121,308 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $56,250 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $48,388 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,518 | $106,087-82.5% | $86,717-78.6% | $78,104-76.3% |
| Participation rate | 95.0% | 89.6%+5.4pp | 76.6%+18.4pp | 74.5%+20.5pp |
| Annual return | 2.29% | -14.87%+17.2pp | 35.97%-33.7pp | 10.90%-8.6pp |
| Employer contribution / active EE | $2,229 | $4,110-45.8% | $2,837-21.4% | $3,128-28.7% |
| Participant deferral / active EE | $4,969 | $6,851-27.5% | $4,657+6.7% | $5,089-2.4% |
| Admin fee / account holder | $83 | $81+2.3% | $7,494-98.9% | $79+5.3% |