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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $15,289 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $3,467 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,602 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,549 | $48,335+14.9% | $121,098-54.1% | $71,457-22.3% |
| Participation rate | 44.4% | 54.3%-9.9pp | 69.5%-25.1pp | 67.9%-23.5pp |
| Annual return | 16.12% | 23.32%-7.2pp | 985.75%-969.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,079 | $1,489-27.5% | $4,164-74.1% | $2,588-58.3% |
| Participant deferral / active EE | $1,996 | $2,754-27.5% | $4,080-51.1% | $4,289-53.5% |
| Admin fee / account holder | $232 | $1,841-87.4% | $5,644-95.9% | $1,587-85.4% |