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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 | $43,496-60.3% | $161,489-89.3% | $64,340-73.2% |
| Participation rate | 67.7% | 53.5%+14.2pp | 78.7%-11.0pp | 55.2%+12.5pp |
| Annual return | 13.92% | 20.76%-6.8pp | 89.72%-75.8pp | 24.14%-10.2pp |
| Employer contribution / active EE | $1,063 | $1,431-25.7% | $4,268-75.1% | $1,862-42.9% |
| Participant deferral / active EE | $1,138 | $1,996-43.0% | $5,630-79.8% | $2,980-61.8% |
| Admin fee / account holder | $156 | $2,330-93.3% | $16,006-99.0% | $3,703-95.8% |