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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,433 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $52,597 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,574 | $95,417-66.9% | $135,974-76.8% | $74,460-57.6% |
| Participation rate | 58.8% | 78.2%-19.5pp | 81.9%-23.2pp | 70.7%-12.0pp |
| Annual return | 20.37% | 32.76%-12.4pp | 68.30%-47.9pp | 34.38%-14.0pp |
| Employer contribution / active EE | $2,060 | $3,878-46.9% | $4,859-57.6% | $2,638-21.9% |
| Participant deferral / active EE | $3,470 | $7,789-55.4% | $7,760-55.3% | $4,530-23.4% |
| Admin fee / account holder | $119 | $266-55.1% | $10,767-98.9% | $348-65.7% |