Filed December 30, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 · EIN 47-1566880 | Other Services | $38,003 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 | Other Services | $20,688 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 49 · EIN 36-4291971 | Other Services | $20,000 |
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 | $148,708 | $84,948+75.1% | $70,494+111.0% | $73,412+102.6% |
| Participation rate | 91.4% | 79.9%+11.4pp | 75.1%+16.3pp | 72.2%+19.2pp |
| Annual return | 57.29% | 13.39%+43.9pp | 109.16%-51.9pp | 59.30%-2.0pp |
| Employer contribution / active EE | $1,663 | $2,834-41.3% | $2,738-39.3% | $2,234-25.5% |
| Participant deferral / active EE | $3,029 | $3,387-10.6% | $3,711-18.4% | $3,806-20.4% |
| Admin fee / account holder | $97 | $98-0.7% | $3,848-97.5% | $158-38.3% |