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| Provider | Service type | Compensation |
|---|---|---|
NSD NEWCO INC1 year Service code 99 5600 BROKEN SOUND BLVD NW · BOCA RATON, FL 33487 | Other Fees | $400,900 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,408 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $7,082 |
LPL FINANCIAL1 year Service code 55 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,352 | $129,227+3.2% | $184,256-27.6% | $77,762+71.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 2.27% | 33.24%-31.0pp | 28.85%-26.6pp | 31.27%-29.0pp |
| Employer contribution / active EE | $19,997 | $4,412+353.2% | $6,427+211.1% | $2,728+633.0% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $504 | $256+96.9% | $13,899-96.4% | $433+16.3% |