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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,016 |
ATA, PC1 year Service code 13 624 E REELFOOT AVE · UNION CITY, TN 38261 | Contract Administrator | $24,336 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $21,783 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $832 |
LPL FINANCIAL1 year 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,467 | $79,209-35.0% | $102,434-49.8% | $74,459-30.9% |
| Participation rate | 64.8% | 74.8%-9.9pp | 76.5%-11.7pp | 67.2%-2.4pp |
| Annual return | 17.65% | 54.98%-37.3pp | 29.46%-11.8pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $1,800 | $2,362-23.8% | $3,023-40.5% | $2,626-31.5% |
| Participant deferral / active EE | $2,814 | $4,417-36.3% | $5,055-44.3% | $4,350-35.3% |
| Admin fee / account holder | $457 | $2,002-77.2% | $9,462-95.2% | $1,945-76.5% |