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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $26,209 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 13 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $5,791 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,275 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,745 | $73,397-40.4% | $178,014-75.4% | $74,546-41.3% |
| Participation rate | 50.3% | 66.6%-16.3pp | 77.1%-26.8pp | 67.2%-17.0pp |
| Annual return | 12.65% | 17.49%-4.8pp | 294.80%-282.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $780 | $2,217-64.8% | $3,950-80.3% | $2,624-70.3% |
| Participant deferral / active EE | $2,778 | $4,512-38.4% | $6,276-55.7% | $4,347-36.1% |
| Admin fee / account holder | $43 | $1,809-97.6% | $10,362-99.6% | $1,944-97.8% |