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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,239 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $41,274 |
PROFESSIONAL BENEFIT SERVICES10+ years Service code 13 1193 ROYVONNE AVE ST STE22 · SALEM, OR 97302 | Contract Administrator | $13,784 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,016 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 | Contract Administrator | $8,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,750 | $65,960-62.5% | $81,882-69.8% | $77,762-68.2% |
| Participation rate | 27.8% | 65.8%-37.9pp | 72.4%-44.5pp | 70.6%-42.8pp |
| Annual return | 22.48% | 26.64%-4.2pp | 779.47%-757.0pp | 31.27%-8.8pp |
| Employer contribution / active EE | $1,638 | $2,375-31.0% | $2,916-43.8% | $2,728-40.0% |
| Participant deferral / active EE | $3,032 | $3,505-13.5% | $4,323-29.9% | $4,651-34.8% |
| Admin fee / account holder | $288 | $526-45.3% | $7,360-96.1% | $433-33.5% |