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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $78,446 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $53,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,306 | $89,465+11.0% | $165,100-39.9% | $77,762+27.7% |
| Participation rate | 54.9% | 78.6%-23.7pp | 78.6%-23.7pp | 70.6%-15.7pp |
| Annual return | 12.46% | 28.86%-16.4pp | 70.21%-57.7pp | 31.27%-18.8pp |
| Employer contribution / active EE | $1,313 | $2,565-48.8% | $4,348-69.8% | $2,728-51.9% |
| Participant deferral / active EE | $4,107 | $4,904-16.3% | $6,035-32.0% | $4,651-11.7% |
| Admin fee / account holder | $591 | $340+73.8% | $12,696-95.3% | $433+36.4% |