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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,117 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $7,594 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 101 BRADFORD RD, SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $2,050 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Investment Management | $1,734 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST, 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $1,579 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,836 | $51,083-61.2% | $70,548-71.9% | $71,495-72.3% |
| Participation rate | 95.6% | 59.4%+36.2pp | 68.3%+27.3pp | 67.9%+27.7pp |
| Annual return | 19.88% | 42.64%-22.8pp | 32.78%-12.9pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,993 | $1,791+11.3% | $2,975-33.0% | $2,589-23.0% |
| Participant deferral / active EE | $2,589 | $3,028-14.5% | $4,567-43.3% | $4,291-39.7% |
| Admin fee / account holder | $147 | $1,995-92.6% | $6,424-97.7% | $1,588-90.8% |