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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $14,417 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,728 |
MATTHEWS BENEFIT GROUP, INC.3+ years Service code 13 701 94TH AVENUE NORTH · ST PETERSBURG, FL 33704 | Contract Administrator | $4,184 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREEDWOOD VILLAGE, CO 80111 | Investment Management | $1,827 |
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 | $51,496 | $84,236-38.9% | $170,435-69.8% | $70,126-26.6% |
| Participation rate | 63.1% | 70.8%-7.7pp | 83.6%-20.5pp | 69.5%-6.4pp |
| Annual return | 16.84% | 23.06%-6.2pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $551 | $3,387-83.7% | $5,432-89.9% | $2,343-76.5% |
| Participant deferral / active EE | $3,681 | $3,086+19.3% | $4,939-25.5% | $3,332+10.5% |
| Admin fee / account holder | $159 | $5,698-97.2% | $13,881-98.9% | $4,645-96.6% |