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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESMENT SERVICES LLC Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $64,371 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,314 |
ALTIGRO PENSION SERVICES INC3 years Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $9,074 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,939 | $86,692+40.7% | $119,634+1.9% | $66,949+82.1% |
| Participation rate | 82.7% | 75.6%+7.1pp | 79.3%+3.4pp | 69.8%+12.9pp |
| Annual return | -16.70% | -8.00%-8.7pp | -14.98%-1.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $334 | $2,536-86.8% | $4,232-92.1% | $2,545-86.9% |
| Participant deferral / active EE | $9,429 | $4,360+116.3% | $5,601+68.3% | $4,239+122.4% |
| Admin fee / account holder | $982 | $755+30.1% | $10,329-90.5% | $594+65.5% |