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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) | $110,526 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,946 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,961 | $92,090+116.1% | $106,201+87.3% | $77,671+156.2% |
| Participation rate | 68.3% | 81.0%-12.7pp | 75.3%-7.0pp | 70.6%-2.3pp |
| Annual return | 9.25% | 17.89%-8.6pp | 116.26%-107.0pp | 31.21%-22.0pp |
| Employer contribution / active EE | $17,816 | $3,368+428.9% | $3,170+462.1% | $2,726+553.4% |
| Participant deferral / active EE | $171 | $5,386-96.8% | $5,012-96.6% | $4,648-96.3% |
| Admin fee / account holder | $318 | $219+45.4% | $11,039-97.1% | $430-26.0% |