Filed August 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,757 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $80,761 |
GOLDLEAF PARTNERS SERVICES DBA GOOD1 year Service code 99 PO BOX 55757 · BOSTON, MA 02205 | Other Fees | $44,780 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $39,271 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBAFUTUREPLAN Service code 13 101 W BROADWIY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $12,058 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,809 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,953 | $108,549-66.0% | $156,263-76.4% | $85,563-56.8% |
| Participation rate | 96.8% | 77.1%+19.7pp | 78.9%+17.9pp | 66.0%+30.9pp |
| Annual return | 17.27% | 21.79%-4.5pp | 59.47%-42.2pp | 31.51%-14.2pp |
| Employer contribution / active EE | $1,821 | $2,690-32.3% | $4,333-58.0% | $2,654-31.4% |
| Participant deferral / active EE | $4,453 | $4,800-7.2% | $6,158-27.7% | $4,375+1.8% |
| Admin fee / account holder | $236 | $650-63.7% | $14,255-98.3% | $834-71.7% |