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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 | $45,109+41.1% | $85,240-25.4% | $77,762-18.2% |
| Participation rate | 95.4% | 48.7%+46.8pp | 67.5%+27.9pp | 70.6%+24.9pp |
| Annual return | 14.76% | 79.55%-64.8pp | 66.75%-52.0pp | 31.27%-16.5pp |
| Employer contribution / active EE | $3,008 | $1,602+87.8% | $2,735+10.0% | $2,728+10.3% |
| Participant deferral / active EE | $5,316 | $2,814+88.9% | $4,527+17.4% | $4,651+14.3% |
| Admin fee / account holder | $128 | $915-86.1% | $6,165-97.9% | $433-70.5% |