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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Consulting | $47,200 |
KAHN, LITWIN, RENZA & CO., LTD4+ years Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 14 · EIN 05-0409384 | Plan Administrator | $15,500 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 14 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Plan Administrator | $13,003 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 15 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,173 | $37,196+370.9% | $154,111+13.7% | $55,725+214.4% |
| Participation rate | 97.1% | 64.1%+33.0pp | 83.0%+14.0pp | 70.9%+26.2pp |
| Annual return | -4.41% | 1319.68%-1324.1pp | 735.18%-739.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $8,935 | $1,614+453.6% | $5,298+68.7% | $2,078+330.0% |
| Participant deferral / active EE | $4,348 | $2,068+110.2% | $5,081-14.4% | $3,356+29.6% |
| Admin fee / account holder | $141 | $102+38.3% | $13,411-99.0% | $115+22.0% |