Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY, BLDG. 2, SUITE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $10,237 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,952 |
PROGRESSIVE PENSION ADMIN., INC.3+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $3,462 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,079 | $71,192-32.5% | $117,854-59.2% | $62,292-22.8% |
| Participation rate | 48.7% | 74.2%-25.5pp | 79.7%-31.0pp | 69.5%-20.8pp |
| Annual return | 15.97% | 18.66%-2.7pp | 335.08%-319.1pp | 28.90%-12.9pp |
| Employer contribution / active EE | $422 | $1,934-78.2% | $3,786-88.9% | $2,042-79.3% |
| Participant deferral / active EE | $1,957 | $3,189-38.6% | $4,482-56.3% | $3,169-38.2% |
| Admin fee / account holder | $173 | $587-70.5% | $8,020-97.8% | $479-63.9% |