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| Provider | Service type | Compensation |
|---|---|---|
LAMON & STERN INC1 year Service code 55 1950 N PARK PL #100 · ATLANTA, GA 30339 | Other Commissions | $9,486 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,548 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,533 | $75,183-71.4% | $123,894-82.6% | $55,167-61.0% |
| Participation rate | 34.5% | 72.8%-38.3pp | 81.4%-46.9pp | 69.0%-34.5pp |
| Annual return | 11.08% | 19.01%-7.9pp | 47.52%-36.4pp | 169.23%-158.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,389 | $5,084-13.7% | $5,984-26.7% | $3,054+43.7% |
| Admin fee / account holder | $23 | $663-96.5% | $8,357-99.7% | $504-95.4% |