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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $44,988 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,295 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,934 | $95,417-45.6% | $135,974-61.8% | $74,460-30.3% |
| Participation rate | 70.1% | 78.2%-8.1pp | 81.9%-11.8pp | 70.7%-0.6pp |
| Annual return | 87.68% | 32.76%+54.9pp | 68.30%+19.4pp | 34.38%+53.3pp |
| Employer contribution / active EE | $2,845 | $3,878-26.6% | $4,859-41.4% | $2,638+7.8% |
| Participant deferral / active EE | $6,750 | $7,789-13.3% | $7,760-13.0% | $4,530+49.0% |
| Admin fee / account holder | $112 | $266-57.9% | $10,767-99.0% | $348-67.8% |