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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 | $38,165+72.7% | $189,758-65.3% | $69,255-4.8% |
| Participation rate | 51.1% | 66.7%-15.6pp | 79.8%-28.7pp | 69.0%-18.0pp |
| Annual return | 12.50% | 14.65%-2.2pp | 52.62%-40.1pp | 26.73%-14.2pp |
| Employer contribution / active EE | $967 | $1,589-39.2% | $4,767-79.7% | $2,645-63.5% |
| Participant deferral / active EE | $2,599 | $2,073+25.4% | $5,856-55.6% | $2,890-10.1% |
| Admin fee / account holder | $30 | $714-95.9% | $20,388-99.9% | $733-96.0% |