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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 | Advisory (Plan) | $23,481 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $20,526 |
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 | $104,783 | $56,423+85.7% | $77,183+35.8% | $71,495+46.6% |
| Participation rate | 53.4% | 64.3%-10.9pp | 69.6%-16.1pp | 67.9%-14.5pp |
| Annual return | 12.22% | 19.05%-6.8pp | 37.89%-25.7pp | 28.85%-16.6pp |
| Employer contribution / active EE | $1,011 | $1,866-45.8% | $2,534-60.1% | $2,589-61.0% |
| Participant deferral / active EE | $2,416 | $3,142-23.1% | $3,833-37.0% | $4,291-43.7% |
| Admin fee / account holder | $405 | $1,429-71.7% | $5,475-92.6% | $1,588-74.5% |