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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,912 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,817 | $79,169+191.6% | $100,415+129.9% | $74,478+209.9% |
| Participation rate | 98.6% | 79.4%+19.2pp | 81.5%+17.1pp | 67.2%+31.4pp |
| Annual return | 14.67% | 20.51%-5.8pp | 49.47%-34.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $10,411 | $3,017+245.1% | $3,943+164.0% | $2,626+296.4% |
| Participant deferral / active EE | $12,427 | $7,751+60.3% | $8,091+53.6% | $4,350+185.7% |
| Admin fee / account holder | $264 | $1,337-80.2% | $7,906-96.7% | $1,946-86.4% |