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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $4,708 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORP Service code 53 · EIN 95-2834236 | Insurance Commissions | $1,887 |
HUNNEX AND SHOEMAKER, INC.6 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $139 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,201 | $65,125-59.8% | $143,797-81.8% | $66,949-60.9% |
| Participation rate | 64.3% | 65.2%-0.9pp | 80.3%-16.0pp | 69.8%-5.5pp |
| Annual return | -13.25% | -11.13%-2.1pp | -0.04%-13.2pp | 1.57%-14.8pp |
| Employer contribution / active EE | $1,026 | $2,362-56.6% | $4,952-79.3% | $2,545-59.7% |
| Participant deferral / active EE | $3,320 | $2,920+13.7% | $5,638-41.1% | $4,239-21.7% |
| Admin fee / account holder | $109 | $503-78.3% | $14,679-99.3% | $594-81.6% |