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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 | $110,296 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $52,543 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,027 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 505 HIGHWAY 169 N STE 900 · MINNEAPOLIS, MN 55441 | Advisory (Plan) | $10,884 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,448 | $148,970-78.2% | $133,698-75.7% | $200,096-83.8% |
| Participation rate | 41.1% | 79.4%-38.3pp | 76.4%-35.3pp | 72.0%-30.9pp |
| Annual return | 16.60% | 27.07%-10.5pp | 580.90%-564.3pp | 34.26%-17.7pp |
| Employer contribution / active EE | $1,351 | $3,561-62.1% | $4,218-68.0% | $3,038-55.5% |
| Participant deferral / active EE | $2,475 | $6,140-59.7% | $7,016-64.7% | $5,090-51.4% |
| Admin fee / account holder | $258 | $144+79.0% | $6,703-96.2% | $269-4.4% |