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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 | $43,869 |
LPL FINANCIAL1 year Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $12,675 |
Filed as: PETER GIALAMES ASSOCIATES, INC. Service code 13 P.O. BOX 112637 · PITTSBURGH, PA 15241 | Contract Administrator | $6,607 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $4,625 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,294 | $73,532-8.5% | $178,540-62.3% | $74,459-9.6% |
| Participation rate | 83.4% | 66.6%+16.8pp | 77.1%+6.3pp | 67.2%+16.2pp |
| Annual return | 12.73% | 17.51%-4.8pp | 27.15%-14.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $2,217 | $2,221-0.2% | $3,953-43.9% | $2,626-15.6% |
| Participant deferral / active EE | $3,710 | $4,519-17.9% | $6,281-40.9% | $4,350-14.7% |
| Admin fee / account holder | $312 | $1,813-82.8% | $10,424-97.0% | $1,945-84.0% |