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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $6,440 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,264 | $65,437-59.9% | $86,698-69.7% | $66,949-60.8% |
| Participation rate | 33.8% | 75.5%-41.6pp | 76.6%-42.7pp | 69.8%-36.0pp |
| Annual return | -13.48% | -10.91%-2.6pp | 35.96%-49.4pp | 1.57%-15.1pp |
| Employer contribution / active EE | $1,358 | $2,154-36.9% | $2,837-52.1% | $2,545-46.6% |
| Participant deferral / active EE | $1,899 | $4,102-53.7% | $4,656-59.2% | $4,239-55.2% |
| Admin fee / account holder | $174 | $642-72.9% | $7,492-97.7% | $594-70.7% |