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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,747 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $6,017 |
Service code 13 · EIN 62-1038805 | Contract Administrator | $3,109 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,717 | $84,482-88.5% | $125,363-92.2% | $66,930-85.5% |
| Participation rate | 66.0% | 76.4%-10.4pp | 82.4%-16.4pp | 69.8%-3.8pp |
| Annual return | -16.65% | -8.49%-8.2pp | 572.15%-588.8pp | 1.57%-18.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,970 | $6,782-56.2% | $7,447-60.1% | $4,238-29.9% |
| Admin fee / account holder | $132 | $685-80.7% | $10,005-98.7% | $593-77.7% |