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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 | Advisory (Plan) | $26,728 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $21,898 |
Filed as: MARTIN, MARTIN, RANDALL Service code 13 | Contract Administrator | $0 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC Service code 13 | Contract Administrator | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,123 | $62,166+75.5% | $81,286+34.2% | $74,429+46.6% |
| Participation rate | 50.7% | 64.1%-13.4pp | 69.5%-18.8pp | 67.2%-16.5pp |
| Annual return | 7.97% | 16.50%-8.5pp | 24.80%-16.8pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $962 | $1,881-48.8% | $2,463-60.9% | $2,625-63.3% |
| Participant deferral / active EE | $2,448 | $3,223-24.0% | $3,883-37.0% | $4,348-43.7% |
| Admin fee / account holder | $437 | $1,925-77.3% | $5,764-92.4% | $1,944-77.5% |