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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,353 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 | Other Commissions | $30,595 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: REA & ASSOCIATES, INC. Service code 13 122 FOURTH ST. NW · NEW PHILADELPHIA, OH 446635120 | Contract Administrator | $9,500 |
THORNHILL FINANCIAL, INC.2+ years Filed as: THORNHILL FINANCIAL, LLC Service code 10 18400 PEARL ROAD · STRONGSVILLE, OH 44136 | Accounting | $9,200 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 1250 CAPIAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,731 | $93,010-45.5% | $96,538-47.4% | $74,473-31.9% |
| Participation rate | 44.2% | 71.6%-27.3pp | 74.3%-30.1pp | 70.7%-26.5pp |
| Annual return | 16.13% | 37.50%-21.4pp | 35.74%-19.6pp | 34.36%-18.2pp |
| Employer contribution / active EE | $1,321 | $3,427-61.5% | $3,740-64.7% | $2,638-49.9% |
| Participant deferral / active EE | $3,057 | $3,971-23.0% | $4,880-37.4% | $4,530-32.5% |
| Admin fee / account holder | $177 | $633-72.1% | $6,737-97.4% | $347-49.1% |