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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SRVICES LLC Service code 55 | Other Commissions | $80,323 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,640 |
Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91105 | Contract Administrator | $26,487 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $775 |
Service code 55 141 W. GREEN ST. · PASADENA, CA 78746 | Other Commissions | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,981 | $74,024-79.8% | $78,002-80.8% | $57,658-74.0% |
| Participation rate | 99.0% | 79.7%+19.2pp | 75.5%+23.5pp | 70.2%+28.8pp |
| Annual return | 5.75% | 12.14%-6.4pp | 425.99%-420.2pp | 5.13%+0.6pp |
| Employer contribution / active EE | $1,746 | $2,365-26.2% | $2,470-29.3% | $1,974-11.6% |
| Participant deferral / active EE | $2,059 | $3,533-41.7% | $3,497-41.1% | $3,061-32.7% |
| Admin fee / account holder | $49 | $93-47.8% | $5,481-99.1% | $95-48.5% |