Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $28,437 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $66,676 | $106,264-37.3% | $147,117-54.7% | $77,762-14.3% |
| Participation rate | 58.6% | 78.4%-19.8pp | 82.2%-23.6pp | 70.6%-12.0pp |
| Annual return | 62.25% | 56.94%+5.3pp | 420.54%-358.3pp | 31.27%+31.0pp |
| Employer contribution / active EE | $2,476 | $4,074-39.2% | $4,932-49.8% | $2,728-9.2% |
| Participant deferral / active EE | $6,213 | $8,003-22.4% | $8,065-23.0% | $4,651+33.6% |
| Admin fee / account holder | $170 | $334-49.1% | $12,993-98.7% | $433-60.7% |