Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $6,474 |
PROGRESSIVE PENSION ADMIN., INC.2+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $2,938 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,264 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S, · AUSTIN, TX 78746 | Advisory (Plan) | $1,565 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $910 |
LPL FINANCIAL1 year Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,897 | $63,924-37.6% | $108,579-63.3% | $55,167-27.7% |
| Participation rate | 50.3% | 74.3%-24.0pp | 79.6%-29.2pp | 69.0%-18.7pp |
| Annual return | 5.31% | 15.31%-10.0pp | -51.70%+57.0pp | 169.23%-163.9pp |
| Employer contribution / active EE | $356 | $1,879-81.1% | $3,758-90.5% | $1,963-81.9% |
| Participant deferral / active EE | $1,661 | $3,067-45.8% | $4,311-61.5% | $3,054-45.6% |
| Admin fee / account holder | $137 | $618-77.9% | $7,645-98.2% | $504-72.9% |