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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 | $12,484 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $6,365 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $630 |
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 | $15,245 | $80,985-81.2% | $96,576-84.2% | $75,181-79.7% |
| Participation rate | 91.3% | 71.8%+19.5pp | 76.0%+15.3pp | 67.2%+24.1pp |
| Annual return | 15.57% | 27.05%-11.5pp | 25.87%-10.3pp | 160.69%-145.1pp |
| Employer contribution / active EE | $789 | $2,282-65.4% | $2,965-73.4% | $2,671-70.5% |
| Participant deferral / active EE | $2,968 | $3,929-24.5% | $4,851-38.8% | $4,126-28.1% |
| Admin fee / account holder | $120 | $6,719-98.2% | $8,253-98.6% | $5,650-97.9% |