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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 | $14,649 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $6,840 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $484 |
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 | $13,376 | $71,878-81.4% | $86,698-84.6% | $68,486-80.5% |
| Participation rate | 94.8% | 72.2%+22.6pp | 76.6%+18.2pp | 67.9%+26.9pp |
| Annual return | -13.06% | 3.53%-16.6pp | 35.95%-49.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $803 | $2,173-63.1% | $2,837-71.7% | $2,597-69.1% |
| Participant deferral / active EE | $3,351 | $3,779-11.3% | $4,656-28.0% | $4,028-16.8% |
| Admin fee / account holder | $140 | $6,113-97.7% | $7,493-98.1% | $5,404-97.4% |