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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 74-2794194 | Other Fees | $47,286 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 SUITE 400 · AUSTIN, TX 78735 | Other Commissions | $37,384 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,459 |
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 | $64,562 | $46,173+39.8% | $170,435-62.1% | $69,631-7.3% |
| Participation rate | 91.8% | 63.9%+27.9pp | 83.6%+8.2pp | 70.7%+21.1pp |
| Annual return | 17.15% | 21.62%-4.5pp | 205.94%-188.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $2,571 | $1,610+59.7% | $5,432-52.7% | $2,032+26.5% |
| Participant deferral / active EE | $3,895 | $2,080+87.2% | $4,939-21.2% | $3,224+20.8% |
| Admin fee / account holder | $1 | $116-98.8% | $13,881-100.0% | $110-98.7% |