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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $49,740 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,414 | $95,388-75.5% | $125,339-81.3% | $77,904-69.9% |
| Participation rate | 50.4% | 78.6%-28.2pp | 82.4%-31.9pp | 73.7%-23.2pp |
| Annual return | -13.30% | 116.19%-129.5pp | 572.05%-585.4pp | 12.21%-25.5pp |
| Employer contribution / active EE | $1,196 | $3,666-67.4% | $4,814-75.1% | $2,848-58.0% |
| Participant deferral / active EE | $2,341 | $7,711-69.6% | $7,446-68.6% | $4,806-51.3% |
| Admin fee / account holder | $116 | $119-2.3% | $10,010-98.8% | $133-12.4% |