See peer percentile detail. $4.99 for your first month.
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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) | $37,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,757 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,630 | $82,978-71.5% | $129,995-81.8% | $71,457-66.9% |
| Participation rate | 32.2% | 74.1%-41.8pp | 78.5%-46.2pp | 67.9%-35.7pp |
| Annual return | 13.25% | 20.60%-7.3pp | -137.18%+150.4pp | 28.85%-15.6pp |
| Employer contribution / active EE | $144 | $2,622-94.5% | $4,320-96.7% | $2,588-94.4% |
| Participant deferral / active EE | $2,560 | $4,432-42.2% | $5,820-56.0% | $4,289-40.3% |
| Admin fee / account holder | $226 | $1,729-86.9% | $10,614-97.9% | $1,587-85.8% |