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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 | $27,970 |
LPL FINANCIAL4 years Filed as: LION STREET FINANCIAL LLC Service code 55 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Other Commissions | $15,876 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,776 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,971 | $72,620-38.1% | $90,760-50.5% | $66,938-32.8% |
| Participation rate | 82.4% | 73.7%+8.7pp | 75.7%+6.7pp | 69.8%+12.6pp |
| Annual return | -13.03% | -12.28%-0.7pp | -12.16%-0.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $575 | $2,369-75.7% | $2,922-80.3% | $2,545-77.4% |
| Participant deferral / active EE | $3,088 | $3,979-22.4% | $4,565-32.3% | $4,238-27.1% |
| Admin fee / account holder | $311 | $707-56.1% | $8,444-96.3% | $594-47.7% |