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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 | $5,725 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $5,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,748 | $61,356-79.2% | $149,696-91.5% | $71,511-82.2% |
| Participation rate | 64.2% | 62.5%+1.7pp | 78.8%-14.5pp | 67.9%-3.7pp |
| Annual return | 12.24% | 35.86%-23.6pp | 134.46%-122.2pp | 28.86%-16.6pp |
| Employer contribution / active EE | $789 | $2,382-66.9% | $4,821-83.6% | $2,589-69.5% |
| Participant deferral / active EE | $997 | $2,920-65.9% | $5,682-82.5% | $4,291-76.8% |
| Admin fee / account holder | $117 | $1,263-90.8% | $13,212-99.1% | $1,588-92.6% |