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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 | $15,108 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $7,117 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $848 |
Annual investment return 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 | $13,953 | $86,949-84.0% | $102,460-86.4% | $80,959-82.8% |
| Participation rate | 96.4% | 72.4%+24.0pp | 76.5%+19.9pp | 67.7%+28.8pp |
| Annual return | 8.67% | 18.89%-10.2pp | 29.47%-20.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,066 | $2,370-55.0% | $3,025-64.8% | $2,757-61.3% |
| Participant deferral / active EE | $3,699 | $4,121-10.2% | $5,056-26.8% | $4,300-14.0% |
| Admin fee / account holder | $143 | $8,048-98.2% | $9,460-98.5% | $6,925-97.9% |