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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,451 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71,725 |
ACTUARIAL BENEFITS CORP6 years Service code 13 2790 SKYPARK DR SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $65,903 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $53,269 |
LTSP, INC.5 years Filed as: LTSP INC Service code 10 4685 MACARTHUR CT STE 300 · NEWPORT BEACH, CA 92660 | Accounting | $11,500 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,005 | $50,458+30.8% | $160,037-58.8% | $64,824+1.8% |
| Participation rate | 57.7% | 68.0%-10.3pp | 78.0%-20.3pp | 71.5%-13.7pp |
| Annual return | -14.80% | -13.42%-1.4pp | 408.95%-423.8pp | 32.84%-47.6pp |
| Employer contribution / active EE | $1,338 | $1,722-22.3% | $4,226-68.3% | $2,507-46.6% |
| Participant deferral / active EE | $4,047 | $4,004+1.1% | $6,184-34.6% | $4,311-6.1% |
| Admin fee / account holder | $341 | $706-51.8% | $8,716-96.1% | $188+81.3% |