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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC10+ years Service code 55 | Other Commissions | $50,191 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 | Contract Administrator | $17,320 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,565 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,401 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $525 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,900 | $46,464+41.8% | $150,298-56.2% | $79,634-17.2% |
| Participation rate | 51.1% | 57.0%-5.9pp | 77.8%-26.7pp | 62.5%-11.4pp |
| Annual return | 12.50% | 27.89%-15.4pp | 62.79%-50.3pp | 36.46%-24.0pp |
| Employer contribution / active EE | $967 | $1,512-36.1% | $4,154-76.7% | $2,529-61.8% |
| Participant deferral / active EE | $2,599 | $2,157+20.5% | $5,453-52.3% | $3,835-32.2% |
| Admin fee / account holder | $30 | $891-96.7% | $14,116-99.8% | $1,002-97.1% |