Filed December 3, 2014
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LL Service code 14 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Plan Administrator | $33,851 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN LIFE INSURANCE COM Service code 66 | Other insurance wrap fees; Insurance ... | $20,944 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 37 · EIN 35-0145825 | Loan Processing | $1,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $53,277 | $58,344-8.7% | $98,477-45.9% | $86,813-38.6% |
| Participation rate | 34.0% | 68.4%-34.4pp | 73.3%-39.3pp | 72.3%-38.3pp |
| Annual return | 16.61% | 43.47%-26.9pp | 1493.59%-1477.0pp | 97.93%-81.3pp |
| Employer contribution / active EE | $3 | $2,008-99.8% | $2,961-99.9% | $2,406-99.9% |
| Participant deferral / active EE | $520 | $3,156-83.5% | $4,276-87.8% | $4,131-87.4% |
| Admin fee / account holder | $233 | $138+69.1% | $5,951-96.1% | $170+37.4% |