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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $94,927 |
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $80,138 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $70,187 |
Service code 13 · EIN 81-3622920 | Contract Administrator | $43,405 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $21,150 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,113 | $48,744-30.0% | $93,727-63.6% | $200,096-83.0% |
| Participation rate | 30.6% | 63.7%-33.1pp | 68.7%-38.2pp | 72.0%-41.5pp |
| Annual return | 10.20% | 15.36%-5.2pp | 133.83%-123.6pp | 34.26%-24.1pp |
| Employer contribution / active EE | $285 | $1,140-75.0% | $2,421-88.2% | $3,038-90.6% |
| Participant deferral / active EE | $947 | $2,825-66.5% | $4,417-78.6% | $5,090-81.4% |
| Admin fee / account holder | $0 | $195-100.0% | $8,292-100.0% | $269-100.0% |