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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,872 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $740 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $349 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,453 | $50,199-91.1% | $69,884-93.6% | $66,938-93.3% |
| Participation rate | 62.4% | 66.3%-4.0pp | 70.5%-8.1pp | 69.8%-7.4pp |
| Annual return | -16.57% | -13.85%-2.7pp | 190.81%-207.4pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,516 | $3,112-51.3% | $3,848-60.6% | $4,238-64.2% |
| Admin fee / account holder | $45 | $600-92.5% | $6,266-99.3% | $594-92.5% |