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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) | $33,645 |
WIPFLI LLP1 year Filed as: WIPELI LLP Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $11,700 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $10,430 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,512 | $65,428+3.2% | $169,390-60.1% | $71,511-5.6% |
| Participation rate | 83.1% | 66.9%+16.2pp | 77.2%+5.9pp | 67.9%+15.1pp |
| Annual return | 17.74% | 21.35%-3.6pp | 406.07%-388.3pp | 28.86%-11.1pp |
| Employer contribution / active EE | $0 | $2,064-100.0% | $4,013-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,653 | $4,360+6.7% | $6,222-25.2% | $4,291+8.4% |
| Admin fee / account holder | $76 | $1,328-94.3% | $9,015-99.2% | $1,588-95.2% |