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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,034 |
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $27,005 |
Service code 13 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $14,990 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,896 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,500 | $87,132-38.6% | $105,624-49.3% | $80,959-33.9% |
| Participation rate | 98.6% | 70.4%+28.2pp | 75.3%+23.3pp | 67.7%+30.9pp |
| Annual return | 13.97% | 17.03%-3.1pp | 116.20%-102.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,198 | $2,397+33.4% | $3,168+0.9% | $2,757+16.0% |
| Participant deferral / active EE | $5,876 | $3,985+47.4% | $5,013+17.2% | $4,300+36.6% |
| Admin fee / account holder | $313 | $8,449-96.3% | $10,961-97.1% | $6,925-95.5% |