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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $8,413 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,536 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $3,337 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $915 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,551 | $76,107-48.0% | $96,576-59.0% | $71,495-44.7% |
| Participation rate | 62.1% | 74.4%-12.3pp | 76.0%-13.9pp | 67.9%-5.8pp |
| Annual return | 14.52% | 22.81%-8.3pp | 25.87%-11.4pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,325 | $2,247-41.0% | $2,965-55.3% | $2,589-48.8% |
| Participant deferral / active EE | $3,253 | $4,218-22.9% | $4,851-32.9% | $4,291-24.2% |
| Admin fee / account holder | $156 | $2,708-94.3% | $8,253-98.1% | $1,588-90.2% |