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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $39,514 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $12,421 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,830 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,594 | $56,443-83.0% | $83,850-88.6% | $55,725-82.8% |
| Participation rate | 39.7% | 72.0%-32.3pp | 76.1%-36.4pp | 70.9%-31.1pp |
| Annual return | 16.05% | 393.67%-377.6pp | 850.92%-834.9pp | 244.93%-228.9pp |
| Employer contribution / active EE | $1,314 | $2,682-51.0% | $3,631-63.8% | $2,078-36.8% |
| Participant deferral / active EE | $683 | $2,965-77.0% | $4,082-83.3% | $3,356-79.6% |
| Admin fee / account holder | $92 | $156-41.1% | $5,478-98.3% | $115-20.0% |