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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,060 |
LPL FINANCIAL1+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $458 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,642 | $79,089-84.0% | $100,392-87.4% | $74,459-83.0% |
| Participation rate | 56.9% | 79.4%-22.5pp | 81.5%-24.6pp | 67.2%-10.3pp |
| Annual return | 0.00% | 20.61%-20.6pp | 49.45%-49.5pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,438 | $3,015-52.3% | $3,941-63.5% | $2,626-45.2% |
| Participant deferral / active EE | $2,963 | $7,747-61.8% | $8,090-63.4% | $4,350-31.9% |
| Admin fee / account holder | $43 | $1,336-96.8% | $7,904-99.5% | $1,945-97.8% |