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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,012 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,120 |
Filed as: GROSSMAN YANK & FORD LLP Service code 10 THREE GATEWAY CENTER STE 1800 · PITTSBURGH, PA 15222 | Accounting | $21,521 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,720 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $3,609 |
Service code 13 101 BRADFORD ROAD, SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $1,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,091 | $101,653-52.7% | $147,080-67.3% | $74,459-35.4% |
| Participation rate | 84.6% | 75.6%+9.1pp | 82.2%+2.5pp | 67.2%+17.4pp |
| Annual return | 23.46% | 8754.98%-8731.5pp | 420.17%-396.7pp | 1369.70%-1346.2pp |
| Employer contribution / active EE | $3,069 | $3,813-19.5% | $4,933-37.8% | $2,626+16.9% |
| Participant deferral / active EE | $10,644 | $7,304+45.7% | $8,066+32.0% | $4,350+144.7% |
| Admin fee / account holder | $396 | $1,752-77.4% | $12,989-96.9% | $1,945-79.6% |