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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,063 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,075 | $80,763-69.0% | $102,412-75.5% | $74,459-66.3% |
| Participation rate | 97.3% | 65.7%+31.7pp | 74.5%+22.8pp | 67.2%+30.1pp |
| Annual return | 9.66% | 27.57%-17.9pp | 24.94%-15.3pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $1,185 | $3,160-62.5% | $3,870-69.4% | $2,626-54.9% |
| Participant deferral / active EE | $3,467 | $3,862-10.2% | $5,060-31.5% | $4,350-20.3% |
| Admin fee / account holder | $80 | $2,371-96.6% | $8,388-99.1% | $1,945-95.9% |