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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $108,853 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,504 |
MID-ATLANTIC PENSION SPECIALISTS7+ years Service code 13 · EIN 23-2776666 | Contract Administrator | $17,936 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 13 | Contract Administrator | $11,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,196 | $113,568-70.8% | $67,561-50.9% | $199,921-83.4% |
| Participation rate | 34.6% | 73.3%-38.7pp | 72.9%-38.3pp | 72.0%-37.4pp |
| Annual return | 17.23% | 15.88%+1.3pp | 3525.44%-3508.2pp | 34.28%-17.1pp |
| Employer contribution / active EE | $1,093 | $3,409-67.9% | $2,735-60.0% | $3,035-64.0% |
| Participant deferral / active EE | $1,628 | $4,163-60.9% | $4,003-59.3% | $5,089-68.0% |
| Admin fee / account holder | $130 | $102+27.1% | $4,006-96.8% | $269-51.7% |