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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $17,363 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,401 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $268 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,634 | $58,093-14.6% | $80,022-38.0% | $56,289-11.8% |
| Participation rate | 39.6% | 73.6%-34.0pp | 75.8%-36.2pp | 69.9%-30.3pp |
| Annual return | -3.53% | 34.63%-38.2pp | 11.22%-14.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $546 | $1,933-71.7% | $2,468-77.9% | $2,111-74.1% |
| Participant deferral / active EE | $1,993 | $3,136-36.4% | $3,686-45.9% | $3,350-40.5% |
| Admin fee / account holder | $456 | $623-26.7% | $6,521-93.0% | $521-12.4% |