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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 | $69,278 |
KESTRA INVESTMENT SERVICES LLC5+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $59,275 |
Filed as: CARVER FLOREK & JAMES CPAS LLC Service code 10 2246 UNIVERSITY PARK BLVD · LAYTON, UT 84041 | Accounting | $10,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,445 | $45,109+193.6% | $85,187+55.5% | $77,736+70.4% |
| Participation rate | 96.5% | 48.7%+47.8pp | 67.5%+28.9pp | 70.6%+25.9pp |
| Annual return | 10.93% | 79.55%-68.6pp | 66.67%-55.7pp | 31.26%-20.3pp |
| Employer contribution / active EE | $5,920 | $1,602+269.6% | $2,732+116.7% | $2,728+117.0% |
| Participant deferral / active EE | $8,637 | $2,814+207.0% | $4,525+90.9% | $4,651+85.7% |
| Admin fee / account holder | $271 | $915-70.4% | $6,162-95.6% | $433-37.5% |