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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) | $44,157 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,840 |
TANNER LLC1 year Service code 10 36 S STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $7,148 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,864 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,096 | $101,653-31.0% | $147,080-52.3% | $74,459-5.9% |
| Participation rate | 77.5% | 75.6%+1.9pp | 82.2%-4.7pp | 67.2%+10.2pp |
| Annual return | 16.46% | 8754.98%-8738.5pp | 420.17%-403.7pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $13,534 | $7,304+85.3% | $8,066+67.8% | $4,350+211.2% |
| Admin fee / account holder | $377 | $1,752-78.5% | $12,989-97.1% | $1,945-80.6% |