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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 | $46,688-63.0% | $189,758-90.9% | $69,733-75.3% |
| Participation rate | 67.7% | 61.7%+6.0pp | 79.8%-12.1pp | 62.5%+5.3pp |
| Annual return | 13.92% | 14.35%-0.4pp | 52.62%-38.7pp | 15.22%-1.3pp |
| Employer contribution / active EE | $1,063 | $1,695-37.3% | $4,767-77.7% | $2,250-52.8% |
| Participant deferral / active EE | $1,138 | $2,143-46.9% | $5,856-80.6% | $3,054-62.8% |
| Admin fee / account holder | $156 | $1,700-90.8% | $20,388-99.2% | $3,102-95.0% |