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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,153 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $3,712 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 13 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Contract Administrator | $3,255 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,847 | $50,199-30.6% | $70,098-50.3% | $66,930-47.9% |
| Participation rate | 63.0% | 66.3%-3.3pp | 70.5%-7.5pp | 69.8%-6.8pp |
| Annual return | -14.34% | -13.85%-0.5pp | 190.76%-205.1pp | 1.57%-15.9pp |
| Employer contribution / active EE | $1,557 | $1,864-16.5% | $2,560-39.2% | $2,545-38.8% |
| Participant deferral / active EE | $2,953 | $3,112-5.1% | $3,849-23.3% | $4,238-30.3% |
| Admin fee / account holder | $203 | $600-66.1% | $6,266-96.8% | $593-65.7% |