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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 | $981,074 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $160,133 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $37,500 |
MMA SECURITIES LLC1 year Service code 10 PO BOX 9497 · NEW YORK, NY 10087 | Accounting | $37,500 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $17,500 |
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 | $23,460 | $118,464-80.2% | $96,564-75.7% | $103,657-77.4% |
| Participation rate | 96.1% | 89.0%+7.1pp | 76.0%+20.1pp | 73.4%+22.7pp |
| Annual return | 20.87% | 18.79%+2.1pp | 25.89%-5.0pp | 33.13%-12.3pp |
| Employer contribution / active EE | $2,794 | $4,210-33.6% | $2,967-5.8% | $3,216-13.1% |
| Participant deferral / active EE | $6,300 | $7,277-13.4% | $4,852+29.9% | $5,218+20.7% |
| Admin fee / account holder | $105 | $81+29.7% | $8,256-98.7% | $114-7.8% |