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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $50,595 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $10,863 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $7,168 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,925 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,724 | $122,042-19.1% | $184,260-46.4% | $74,459+32.6% |
| Participation rate | 60.2% | 85.5%-25.3pp | 86.8%-26.6pp | 67.2%-7.0pp |
| Annual return | 11.10% | 19.91%-8.8pp | 28.84%-17.7pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $1,978 | $4,537-56.4% | $6,427-69.2% | $2,626-24.7% |
| Participant deferral / active EE | $4,674 | $7,143-34.6% | $9,133-48.8% | $4,350+7.5% |
| Admin fee / account holder | $500 | $1,252-60.0% | $13,898-96.4% | $1,945-74.3% |