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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC. Service code 55 5707 SW PARKWAY · AUSTIN, TX 78735 | Other Commissions | $22,420 |
Filed as: FIRST GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,426 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 13 555 GOFFLE ROAD · RIDGEWOOD, NJ 07451 | Contract Administrator | $3,034 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,444 | $55,453-59.5% | $170,435-86.8% | $62,293-64.0% |
| Participation rate | 34.9% | 66.4%-31.4pp | 83.6%-48.7pp | 69.5%-34.6pp |
| Annual return | 9.82% | 21.38%-11.6pp | 205.94%-196.1pp | 28.90%-19.1pp |
| Employer contribution / active EE | $763 | $2,164-64.7% | $5,432-85.9% | $2,042-62.6% |
| Participant deferral / active EE | $881 | $2,303-61.7% | $4,939-82.2% | $3,169-72.2% |
| Admin fee / account holder | $42 | $455-90.9% | $13,881-99.7% | $479-91.3% |