Filed March 6, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $83,969 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,468 |
TANNER LLC2 years Service code 10 36 S STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $14,465 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,245 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,784 | $72,254-43.6% | $86,677-52.9% | $64,808-37.1% |
| Participation rate | 99.4% | 80.4%+19.0pp | 76.6%+22.8pp | 71.5%+27.9pp |
| Annual return | -17.56% | 392.42%-410.0pp | 35.91%-53.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $3,641 | $2,393+52.2% | $2,836+28.4% | $2,506+45.3% |
| Participant deferral / active EE | $5,050 | $4,658+8.4% | $4,656+8.5% | $4,310+17.2% |
| Admin fee / account holder | $267 | $174+53.4% | $7,493-96.4% | $188+42.0% |