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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 | Advisory (Plan) | $16,629 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,040 |
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 | $24,149 | $78,562-69.3% | $105,608-77.1% | $74,429-67.6% |
| Participation rate | 83.8% | 72.8%+11.0pp | 75.3%+8.5pp | 67.2%+16.6pp |
| Annual return | 24.59% | 15.94%+8.6pp | 116.50%-91.9pp | 1368.38%-1343.8pp |
| Employer contribution / active EE | $1,388 | $2,521-44.9% | $3,167-56.2% | $2,625-47.1% |
| Participant deferral / active EE | $1,525 | $4,321-64.7% | $5,010-69.6% | $4,348-64.9% |
| Admin fee / account holder | $116 | $2,217-94.8% | $11,028-99.0% | $1,944-94.0% |