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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $30,640 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,269 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,125 | $71,192+1.3% | $117,861-38.8% | $62,293+15.8% |
| Participation rate | 80.3% | 74.2%+6.1pp | 79.7%+0.7pp | 69.5%+10.8pp |
| Annual return | 23.56% | 18.66%+4.9pp | 335.11%-311.5pp | 28.90%-5.3pp |
| Employer contribution / active EE | $977 | $1,934-49.5% | $3,786-74.2% | $2,042-52.2% |
| Participant deferral / active EE | $2,860 | $3,189-10.3% | $4,482-36.2% | $3,169-9.8% |
| Admin fee / account holder | $505 | $587-13.9% | $8,021-93.7% | $479+5.4% |