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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 | $51,045 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $29,725 |
Filed as: CARVER FLOREK & JAMES CPAS LLC Service code 27 2246 UNIVERSITY PARK BLVD · LAYTON, UT 84041 | Advisory (Plan) | $10,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,627 | $45,031+41.3% | $85,009-25.2% | $77,671-18.1% |
| Participation rate | 95.4% | 48.7%+46.8pp | 67.5%+27.9pp | 70.6%+24.9pp |
| Annual return | 14.76% | 79.22%-64.5pp | 66.47%-51.7pp | 31.21%-16.5pp |
| Employer contribution / active EE | $3,008 | $1,609+86.9% | $2,728+10.3% | $2,726+10.3% |
| Participant deferral / active EE | $5,316 | $2,807+89.3% | $4,522+17.6% | $4,648+14.4% |
| Admin fee / account holder | $128 | $912-86.0% | $6,153-97.9% | $430-70.4% |