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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP. LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,487 |
LPL FINANCIAL10+ years Service code 27 · EIN 95-2834236 P.O.BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $51,477 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $43,063 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,768 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,750 | $54,193+4.7% | $93,669-39.4% | $77,714-27.0% |
| Participation rate | 64.5% | 63.9%+0.5pp | 68.7%-4.3pp | 70.6%-6.1pp |
| Annual return | 17.08% | 30.54%-13.5pp | 133.59%-116.5pp | 31.26%-14.2pp |
| Employer contribution / active EE | $466 | $1,168-60.1% | $2,424-80.8% | $2,727-82.9% |
| Participant deferral / active EE | $4,612 | $3,144+46.7% | $4,416+4.5% | $4,649-0.8% |
| Admin fee / account holder | $396 | $576-31.1% | $8,291-95.2% | $433-8.5% |