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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) | $4,998 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,042 |
Filed as: PROGRESSIVE PENSION ADM., INC. Service code 13 | Contract Administrator | $1,039 |
Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $260 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,843 | $65,092-84.9% | $143,799-93.2% | $66,938-85.3% |
| Participation rate | 86.1% | 65.2%+20.9pp | 80.3%+5.8pp | 69.8%+16.3pp |
| Annual return | -13.86% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,850 | $2,362-21.7% | $4,952-62.6% | $2,545-27.3% |
| Participant deferral / active EE | $3,442 | $2,920+17.9% | $5,638-39.0% | $4,238-18.8% |
| Admin fee / account holder | $35 | $502-93.0% | $14,677-99.8% | $594-94.1% |