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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 | $40,927 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $26,013 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $138 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,616 | $130,294-42.0% | $170,057-55.5% | $71,529+5.7% |
| Participation rate | 88.1% | 86.2%+2.0pp | 87.0%+1.1pp | 67.9%+20.2pp |
| Annual return | 19.34% | 20.36%-1.0pp | 53.42%-34.1pp | 28.97%-9.6pp |
| Employer contribution / active EE | $1,933 | $4,385-55.9% | $6,790-71.5% | $2,590-25.4% |
| Participant deferral / active EE | $5,865 | $6,928-15.3% | $10,411-43.7% | $4,291+36.7% |
| Admin fee / account holder | $306 | $966-68.3% | $12,826-97.6% | $1,588-80.7% |