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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 | $7,875 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $6,426 |
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 | $17,968 | $55,446-67.6% | $155,574-88.5% | $74,429-75.9% |
| Participation rate | 56.0% | 61.9%-5.9pp | 78.2%-22.3pp | 67.2%-11.3pp |
| Annual return | 15.85% | 269.20%-253.4pp | 64.87%-49.0pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $1,609 | $2,266-29.0% | $4,676-65.6% | $2,625-38.7% |
| Participant deferral / active EE | $1,084 | $2,836-61.8% | $5,629-80.7% | $4,348-75.1% |
| Admin fee / account holder | $146 | $1,743-91.6% | $15,914-99.1% | $1,944-92.5% |