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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,683 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $0 |
MMLIS1 year Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,681 | $78,562+109.6% | $105,608+55.9% | $74,429+121.3% |
| Participation rate | 90.6% | 72.8%+17.8pp | 75.3%+15.3pp | 67.2%+23.4pp |
| Annual return | 8.53% | 15.94%-7.4pp | 116.50%-108.0pp | 1368.38%-1359.9pp |
| Employer contribution / active EE | $16,963 | $2,521+572.8% | $3,167+435.6% | $2,625+546.2% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $57 | $2,217-97.4% | $11,028-99.5% | $1,944-97.1% |