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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $201,646 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $65,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,536 | $122,219+21.5% | $147,096+1.0% | $199,921-25.7% |
| Participation rate | 74.6% | 78.3%-3.7pp | 82.2%-7.6pp | 72.0%+2.6pp |
| Annual return | 15.38% | 30.59%-15.2pp | 419.75%-404.4pp | 34.28%-18.9pp |
| Employer contribution / active EE | $2,307 | $4,096-43.7% | $4,936-53.3% | $3,035-24.0% |
| Participant deferral / active EE | $9,998 | $8,503+17.6% | $8,071+23.9% | $5,089+96.5% |
| Admin fee / account holder | $169 | $179-5.5% | $13,005-98.7% | $269-37.1% |