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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $96,201 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,090 |
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 | $77,923 | $37,196+109.5% | $154,114-49.4% | $55,725+39.8% |
| Participation rate | 93.6% | 64.1%+29.5pp | 83.0%+10.6pp | 70.9%+22.7pp |
| Annual return | -4.27% | 1319.68%-1323.9pp | 735.16%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,997 | $1,614+85.7% | $5,298-43.4% | $2,078+44.2% |
| Participant deferral / active EE | $3,956 | $2,068+91.3% | $5,081-22.1% | $3,356+17.9% |
| Admin fee / account holder | $2 | $102-98.1% | $13,411-100.0% | $115-98.4% |