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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,303 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $7,901 |
QUINONES ARCHILLA2 years Service code 27 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Advisory (Plan) | $5,520 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 787305097 | Other Fees | $920 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,376 | $65,092-71.8% | $143,799-87.2% | $66,938-72.5% |
| Participation rate | 91.3% | 65.2%+26.1pp | 80.3%+10.9pp | 69.8%+21.4pp |
| Annual return | -16.56% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $496 | $2,362-79.0% | $4,952-90.0% | $2,545-80.5% |
| Participant deferral / active EE | $1,281 | $2,920-56.1% | $5,638-77.3% | $4,238-69.8% |
| Admin fee / account holder | $314 | $502-37.5% | $14,677-97.9% | $594-47.1% |