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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,530 |
Filed as: GREATWEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $7,392 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,674 | $94,833-83.5% | $75,717-79.3% | $86,813-81.9% |
| Participation rate | 85.1% | 79.1%+6.0pp | 74.8%+10.3pp | 72.3%+12.8pp |
| Annual return | 11.76% | 16.91%-5.2pp | 104.58%-92.8pp | 97.93%-86.2pp |
| Employer contribution / active EE | $1,020 | $2,904-64.9% | $2,743-62.8% | $2,406-57.6% |
| Participant deferral / active EE | $3,116 | $3,632-14.2% | $3,821-18.4% | $4,131-24.6% |
| Admin fee / account holder | $137 | $109+26.1% | $3,619-96.2% | $170-19.3% |