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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 | $2,230 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $1,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,117 | $59,834-27.9% | $79,576-45.8% | $68,495-37.1% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.5%+27.1pp | 67.9%+28.7pp |
| Annual return | -16.96% | -12.30%-4.7pp | 0.15%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,347 | $1,505-10.5% | $2,413-44.2% | $2,596-48.1% |
| Participant deferral / active EE | $3,380 | $3,024+11.8% | $3,985-15.2% | $4,028-16.1% |
| Admin fee / account holder | $144 | $4,835-97.0% | $6,834-97.9% | $5,403-97.3% |