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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 | $92,076+116.1% | $105,607+88.4% | $77,736+155.9% |
| Participation rate | 68.3% | 81.0%-12.7pp | 75.3%-7.0pp | 70.6%-2.3pp |
| Annual return | 9.25% | 17.84%-8.6pp | 116.11%-106.9pp | 31.26%-22.0pp |
| Employer contribution / active EE | $17,816 | $3,370+428.6% | $3,167+462.6% | $2,728+553.1% |
| Participant deferral / active EE | $171 | $5,390-96.8% | $5,011-96.6% | $4,651-96.3% |
| Admin fee / account holder | $318 | $219+45.5% | $10,958-97.1% | $433-26.5% |