Filed April 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $32,458 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $15,000 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $9,809 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,418 | $69,774+86.9% | $67,575+93.0% | $74,459+75.2% |
| Participation rate | 83.2% | 71.4%+11.8pp | 72.9%+10.3pp | 67.2%+16.0pp |
| Annual return | 12.67% | -40.53%+53.2pp | 3528.98%-3516.3pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $4,825 | $2,710+78.0% | $2,736+76.4% | $2,626+83.8% |
| Participant deferral / active EE | $4,639 | $3,636+27.6% | $4,003+15.9% | $4,350+6.7% |
| Admin fee / account holder | $232 | $890-73.9% | $3,993-94.2% | $1,945-88.1% |