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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO Service code 28 · EIN 84-0467907 | Investment Management | $21,165 |
Filed as: KESTRA ADVISORY SVCS Service code 27 · EIN 47-1566880 | Advisory (Plan) | $13,472 |
Service code 13 16703 EARLY RISER AVE · LAND O LAKES, FL 34638 | Contract Administrator | $7,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,275 | $60,504-35.1% | $81,882-52.0% | $74,478-47.3% |
| Participation rate | 32.2% | 62.9%-30.7pp | 72.4%-40.2pp | 67.2%-35.0pp |
| Annual return | 13.36% | 16.91%-3.5pp | 779.47%-766.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,331 | $3,400-31.4% | $4,323-46.1% | $4,350-46.4% |
| Admin fee / account holder | $301 | $1,492-79.8% | $7,360-95.9% | $1,946-84.5% |