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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 | $39,865 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $11,185 |
THE RETIREMENT ADVANTAGE INC6 years Service code 13 101 E GRAND AVENUE SUITE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $7,253 |
Filed as: LEAF HOUSE FINANCIAL ADVISORS, LLC Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $2,473 |
LPL FINANCIAL4 years Filed as: LPL FINANACIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,118 | $50,919-52.6% | $155,556-84.5% | $77,762-69.0% |
| Participation rate | 57.6% | 63.1%-5.5pp | 78.2%-20.6pp | 70.6%-13.0pp |
| Annual return | 10.75% | 34.84%-24.1pp | 64.84%-54.1pp | 31.27%-20.5pp |
| Employer contribution / active EE | $263 | $1,991-86.8% | $4,675-94.4% | $2,728-90.4% |
| Participant deferral / active EE | $1,921 | $2,824-32.0% | $5,631-65.9% | $4,651-58.7% |
| Admin fee / account holder | $224 | $437-48.8% | $15,885-98.6% | $433-48.3% |