Filed June 28, 2018
Total covered: 16 employees
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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) | $20,933 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,076 |
Service code 99 1321 TYLER ST NE · MINNEAPOLIS, MN 55413 | Other Fees | $15,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,143 | $59,186-40.6% | $76,768-54.2% | $56,287-37.6% |
| Participation rate | 88.7% | 75.2%+13.5pp | 77.0%+11.7pp | 69.9%+18.8pp |
| Annual return | -6.90% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,994 | $1,759+13.4% | $2,485-19.8% | $2,111-5.5% |
| Participant deferral / active EE | $4,929 | $3,255+51.4% | $3,852+28.0% | $3,350+47.1% |
| Admin fee / account holder | $402 | $489-17.7% | $6,675-94.0% | $521-22.8% |