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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 | $51,280 |
ATA, PC2 years Service code 13 624 E REELFOOT AVE · UNION CITY, TN 38261 | Contract Administrator | $27,217 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $26,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,302 |
LPL FINANCIAL2 years Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,937 | $81,334-43.5% | $113,397-59.5% | $64,097-28.3% |
| Participation rate | 78.9% | 65.6%+13.3pp | 76.5%+2.4pp | 55.2%+23.7pp |
| Annual return | 16.11% | 32.50%-16.4pp | 23.20%-7.1pp | 34.64%-18.5pp |
| Employer contribution / active EE | $1,842 | $2,077-11.3% | $2,977-38.1% | $1,891-2.6% |
| Participant deferral / active EE | $2,864 | $3,795-24.5% | $5,076-43.6% | $3,080-7.0% |
| Admin fee / account holder | $481 | $4,208-88.6% | $11,957-96.0% | $3,454-86.1% |