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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 11740 KATY FREEWAY STE 600 · HOUSTON, TX 77079 | Other Commissions | $42,554 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $9,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,590 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,468 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,953 | $45,119+148.1% | $85,126+31.5% | $74,429+50.4% |
| Participation rate | 83.6% | 49.4%+34.2pp | 67.5%+16.1pp | 67.2%+16.4pp |
| Annual return | 15.06% | 26.28%-11.2pp | 66.63%-51.6pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $3,686 | $1,460+152.4% | $2,731+35.0% | $2,625+40.4% |
| Participant deferral / active EE | $8,587 | $2,738+213.7% | $4,523+89.8% | $4,348+97.5% |
| Admin fee / account holder | $119 | $2,214-94.6% | $6,160-98.1% | $1,944-93.9% |