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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Fees | $3,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,041 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,318 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $2,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,694 | $75,183-79.1% | $123,894-87.3% | $55,167-71.6% |
| Participation rate | 56.2% | 72.8%-16.6pp | 81.4%-25.2pp | 69.0%-12.8pp |
| Annual return | 8.74% | 19.01%-10.3pp | 47.52%-38.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,621 | $2,823-42.6% | $4,617-64.9% | $1,963-17.4% |
| Participant deferral / active EE | $3,145 | $5,084-38.2% | $5,984-47.5% | $3,054+3.0% |
| Admin fee / account holder | $108 | $663-83.7% | $8,357-98.7% | $504-78.6% |