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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 | $37,993 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Other Commissions | $12,956 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,372 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,432 | $65,453-7.7% | $86,691-30.3% | $66,930-9.7% |
| Participation rate | 69.7% | 75.5%-5.8pp | 76.6%-6.9pp | 69.8%-0.1pp |
| Annual return | -14.61% | -10.89%-3.7pp | 35.94%-50.6pp | 1.57%-16.2pp |
| Employer contribution / active EE | $1,718 | $2,154-20.2% | $2,837-39.4% | $2,545-32.5% |
| Participant deferral / active EE | $3,880 | $4,102-5.4% | $4,656-16.7% | $4,238-8.4% |
| Admin fee / account holder | $342 | $642-46.7% | $7,492-95.4% | $593-42.3% |