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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,274 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,377 | $69,511+194.0% | $94,664+115.9% | $71,511+185.8% |
| Participation rate | 94.7% | 78.4%+16.3pp | 80.8%+13.9pp | 67.9%+26.8pp |
| Annual return | 16.90% | 29.67%-12.8pp | 156.84%-139.9pp | 28.86%-12.0pp |
| Employer contribution / active EE | $10,031 | $2,853+251.6% | $3,673+173.1% | $2,589+287.4% |
| Participant deferral / active EE | $12,447 | $7,348+69.4% | $7,417+67.8% | $4,291+190.1% |
| Admin fee / account holder | $190 | $1,211-84.3% | $7,222-97.4% | $1,588-88.0% |