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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,696 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,665 | $54,558+22.2% | $76,002-12.3% | $74,546-10.6% |
| Participation rate | 95.5% | 60.3%+35.2pp | 69.1%+26.5pp | 67.2%+28.3pp |
| Annual return | 9.77% | 31.83%-22.1pp | 360.07%-350.3pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $4,227 | $1,778+137.8% | $2,688+57.3% | $2,624+61.1% |
| Participant deferral / active EE | $10,232 | $3,065+233.9% | $4,257+140.4% | $4,347+135.4% |
| Admin fee / account holder | $295 | $2,232-86.8% | $6,414-95.4% | $1,944-84.8% |