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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,099 |
Filed as: MML INVESTOR SERVICES LLC Service code 55 | Other Commissions | $15,678 |
Service code 13 400 BROADWAY · CINCINNATI, OH 45202 | Contract Administrator | $5,828 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $4,061 |
Filed as: EMPOWER ADVISOR GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,780 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,731 |
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.
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 | $86,355 | $73,532+17.4% | $178,505-51.6% | $74,478+15.9% |
| Participation rate | 67.2% | 66.6%+0.6pp | 77.1%-10.0pp | 67.2%-0.1pp |
| Annual return | 18.35% | 17.49%+0.9pp | 27.16%-8.8pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,711 | $4,519+26.4% | $6,280-9.1% | $4,350+31.3% |
| Admin fee / account holder | $419 | $1,813-76.9% | $10,428-96.0% | $1,946-78.5% |