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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $76,667 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $23,000 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $881 |
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 | $100,575 | $52,293+92.3% | $178,498-43.7% | $73,412+37.0% |
| Participation rate | 97.3% | 65.3%+32.0pp | 81.9%+15.4pp | 72.2%+25.2pp |
| Annual return | 18.60% | 34.75%-16.1pp | 151.09%-132.5pp | 59.30%-40.7pp |
| Employer contribution / active EE | $4,012 | $1,735+131.2% | $5,011-19.9% | $2,234+79.6% |
| Participant deferral / active EE | $4,706 | $2,332+101.8% | $5,202-9.5% | $3,806+23.7% |
| Admin fee / account holder | $1 | $127-98.9% | $13,985-100.0% | $158-99.1% |