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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) | $55,935 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,677 |
Employer 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,026 | $100,272-70.1% | $170,057-82.3% | $74,473-59.7% |
| Participation rate | 94.9% | 87.4%+7.6pp | 87.0%+7.9pp | 70.7%+24.2pp |
| Annual return | 18.10% | 66.12%-48.0pp | 53.42%-35.3pp | 34.36%-16.3pp |
| Employer contribution / active EE | $0 | $4,266-100.0% | $6,790-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $7,418 | $7,147+3.8% | $10,411-28.7% | $4,530+63.7% |
| Admin fee / account holder | $125 | $235-46.7% | $12,826-99.0% | $347-64.0% |