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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 | $33,554 |
LPL FINANCIAL6 years Filed as: LION STREET FINANCIAL LLC Service code 55 300 COLORADO ST STE 2600 · AUSTIN, TX 78701 | Other Commissions | $20,893 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,832 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,719 | $78,607-31.7% | $105,624-49.1% | $74,478-27.9% |
| Participation rate | 86.4% | 72.8%+13.6pp | 75.3%+11.1pp | 67.2%+19.1pp |
| Annual return | 10.35% | 15.96%-5.6pp | 116.20%-105.9pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $494 | $2,523-80.4% | $3,168-84.4% | $2,626-81.2% |
| Participant deferral / active EE | $2,687 | $4,325-37.9% | $5,013-46.4% | $4,350-38.2% |
| Admin fee / account holder | $346 | $2,220-84.4% | $10,961-96.8% | $1,946-82.2% |