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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $8,467 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Fees | $1,633 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $452 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,283 | $55,453-88.7% | $170,435-96.3% | $62,293-89.9% |
| Participation rate | 81.9% | 66.4%+15.5pp | 83.6%-1.7pp | 69.5%+12.4pp |
| Annual return | 13.19% | 21.38%-8.2pp | 205.94%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,430 | $2,164+12.3% | $5,432-55.3% | $2,042+19.0% |
| Participant deferral / active EE | $563 | $2,303-75.5% | $4,939-88.6% | $3,169-82.2% |
| Admin fee / account holder | $102 | $455-77.6% | $13,881-99.3% | $479-78.7% |