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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $10,429 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,118 | $47,448+3.5% | $94,993-48.3% | $62,293-21.2% |
| Participation rate | 51.9% | 66.5%-14.6pp | 73.9%-22.0pp | 69.5%-17.6pp |
| Annual return | 13.42% | 22.64%-9.2pp | 27.14%-13.7pp | 28.90%-15.5pp |
| Employer contribution / active EE | $79 | $1,300-93.9% | $2,603-97.0% | $2,042-96.1% |
| Participant deferral / active EE | $1,271 | $2,375-46.5% | $3,317-61.7% | $3,169-59.9% |
| Admin fee / account holder | $9 | $434-97.9% | $4,960-99.8% | $479-98.1% |