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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 | $54,679+21.9% | $76,119-12.4% | $74,459-10.5% |
| Participation rate | 95.5% | 60.3%+35.2pp | 69.1%+26.5pp | 67.2%+28.3pp |
| Annual return | 9.77% | 31.90%-22.1pp | 361.25%-351.5pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $4,227 | $1,781+137.3% | $2,693+57.0% | $2,626+61.0% |
| Participant deferral / active EE | $10,232 | $3,072+233.1% | $4,259+140.2% | $4,350+135.2% |
| Admin fee / account holder | $295 | $2,238-86.8% | $6,421-95.4% | $1,945-84.8% |