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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $13,831 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,974 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,479 | $69,823-26.3% | $76,902-33.1% | $74,473-30.9% |
| Participation rate | 27.1% | 70.0%-42.9pp | 69.6%-42.5pp | 70.7%-43.7pp |
| Annual return | 14.91% | 19.99%-5.1pp | 37.91%-23.0pp | 34.36%-19.4pp |
| Employer contribution / active EE | $1,071 | $2,148-50.1% | $2,534-57.7% | $2,638-59.4% |
| Participant deferral / active EE | $1,361 | $3,558-61.8% | $3,833-64.5% | $4,530-70.0% |
| Admin fee / account holder | $292 | $398-26.5% | $5,479-94.7% | $347-15.8% |