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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 | $16,560 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $14,319 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,810 | $30,107-54.1% | $61,501-77.5% | $64,824-78.7% |
| Participation rate | 40.5% | 36.4%+4.1pp | 52.6%-12.1pp | 71.5%-31.0pp |
| Annual return | -15.39% | -13.99%-1.4pp | 339.04%-354.4pp | 32.84%-48.2pp |
| Employer contribution / active EE | $49 | $537-90.8% | $1,160-95.7% | $2,507-98.0% |
| Participant deferral / active EE | $756 | $1,126-32.8% | $2,125-64.4% | $4,311-82.5% |
| Admin fee / account holder | $153 | $148+2.9% | $2,132-92.8% | $188-18.8% |