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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $20,756 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,189 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,065 |
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 | $112,683 | $66,319+69.9% | $93,621+20.4% | $65,185+72.9% |
| Participation rate | 81.4% | 74.0%+7.4pp | 75.8%+5.6pp | 70.2%+11.2pp |
| Annual return | 20.58% | 42.59%-22.0pp | 32.76%-12.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,156 | $2,013+7.1% | $2,719-20.7% | $2,177-0.9% |
| Participant deferral / active EE | $4,423 | $3,343+32.3% | $4,070+8.7% | $3,514+25.9% |
| Admin fee / account holder | $258 | $6,900-96.3% | $7,890-96.7% | $847-69.6% |