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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) | $12,434 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,339 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,557 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,483 | $55,449-72.1% | $83,830-81.5% | $56,287-72.5% |
| Participation rate | 99.2% | 68.0%+31.2pp | 76.1%+23.0pp | 69.9%+29.3pp |
| Annual return | -6.98% | -1.38%-5.6pp | 850.97%-857.9pp | -9.96%+3.0pp |
| Employer contribution / active EE | $459 | $2,430-81.1% | $3,631-87.4% | $2,111-78.2% |
| Participant deferral / active EE | $2,745 | $2,935-6.5% | $4,082-32.8% | $3,350-18.1% |
| Admin fee / account holder | $131 | $656-80.0% | $5,479-97.6% | $521-74.8% |