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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 10 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Accounting | $45,589 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,724 |
CARVER FLOREK & JAMES CPA'S4+ years Service code 10 · EIN 52-2408237 | Accounting | $10,400 |
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 | $61,388 | $40,435+51.8% | $80,648-23.9% | $74,473-17.6% |
| Participation rate | 99.0% | 47.4%+51.6pp | 67.0%+32.0pp | 70.7%+28.3pp |
| Annual return | 17.61% | 165.22%-147.6pp | 937.21%-919.6pp | 34.36%-16.7pp |
| Employer contribution / active EE | $3,483 | $1,498+132.6% | $2,724+27.9% | $2,638+32.0% |
| Participant deferral / active EE | $5,184 | $2,673+93.9% | $4,443+16.7% | $4,530+14.4% |
| Admin fee / account holder | $117 | $721-83.8% | $5,382-97.8% | $347-66.4% |