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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATON Service code 55 | Other Commissions | $32,327 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 250 W MAIN ST · LEXINGTON, KY 40507 | Accounting | $13,125 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,516 |
MCGREGOR & ASSOCIATES, INC.3 years Filed as: MCGREGOR & ASSOCIATES INC Service code 13 | Contract Administrator | $5,766 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,689 |
MCGREGOR & ASSOCIATES, INC.10+ years Service code 13 · EIN 61-1211399 997 GOVERNORS LANE · LEXINGTON, KY 40513 | Contract Administrator | $965 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 PO BOX 509026 · SAN DIEGO, CA 921509026 | 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 | $37,658 | $83,843-55.1% | $123,973-69.6% | $65,306-42.3% |
| Participation rate | 77.1% | 56.0%+21.2pp | 76.7%+0.5pp | 57.7%+19.5pp |
| Annual return | 4.34% | 19.87%-15.5pp | 388.13%-383.8pp | 21.94%-17.6pp |
| Employer contribution / active EE | $2,739 | $2,873-4.7% | $4,126-33.6% | $1,967+39.2% |
| Participant deferral / active EE | $1,113 | $2,997-62.8% | $5,247-78.8% | $2,959-62.4% |
| Admin fee / account holder | $71 | $4,735-98.5% | $11,799-99.4% | $3,480-98.0% |