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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 | $28,194 |
LPL FINANCIAL5 years Filed as: LION STREET FINANCIAL LLC Service code 55 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Other Commissions | $18,022 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,164 |
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.)
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 | $55,101 | $71,523-23.0% | $98,461-44.0% | $71,511-22.9% |
| Participation rate | 79.0% | 72.7%+6.3pp | 75.2%+3.9pp | 67.9%+11.1pp |
| Annual return | 14.05% | 32.43%-18.4pp | 21.17%-7.1pp | 28.86%-14.8pp |
| Employer contribution / active EE | $562 | $2,399-76.6% | $3,049-81.6% | $2,589-78.3% |
| Participant deferral / active EE | $2,878 | $4,109-29.9% | $4,738-39.3% | $4,291-32.9% |
| Admin fee / account holder | $330 | $1,676-80.3% | $8,961-96.3% | $1,588-79.2% |