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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,670 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $8,332 |
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 | $17,256 | $45,343-61.9% | $150,298-88.5% | $67,986-74.6% |
| Participation rate | 67.7% | 51.9%+15.9pp | 77.8%-10.1pp | 57.2%+10.5pp |
| Annual return | 13.92% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,063 | $1,462-27.3% | $4,154-74.4% | $2,019-47.3% |
| Participant deferral / active EE | $1,138 | $2,055-44.6% | $5,453-79.1% | $3,358-66.1% |
| Admin fee / account holder | $156 | $2,250-93.1% | $14,116-98.9% | $3,203-95.1% |