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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,367 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,995 | $45,602+60.1% | $117,533-37.9% | $66,938+9.0% |
| Participation rate | 92.7% | 57.6%+35.1pp | 70.6%+22.1pp | 69.8%+22.9pp |
| Annual return | -15.26% | -16.74%+1.5pp | 29.77%-45.0pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,348 | $1,579+112.1% | $4,179-19.9% | $2,545+31.6% |
| Participant deferral / active EE | $5,667 | $2,845+99.2% | $4,072+39.2% | $4,238+33.7% |
| Admin fee / account holder | $259 | $661-60.8% | $5,647-95.4% | $594-56.4% |