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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 | $45,043+148.5% | $85,063+31.6% | $74,400+50.5% |
| Participation rate | 83.6% | 49.4%+34.2pp | 67.5%+16.1pp | 67.2%+16.4pp |
| Annual return | 15.06% | 26.26%-11.2pp | 66.54%-51.5pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $3,686 | $1,458+152.9% | $2,727+35.2% | $2,624+40.5% |
| Participant deferral / active EE | $8,587 | $2,733+214.2% | $4,523+89.9% | $4,348+97.5% |
| Admin fee / account holder | $119 | $2,210-94.6% | $6,155-98.1% | $1,944-93.9% |