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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,289 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $18,416 |
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 | $26,115 | $66,302-60.6% | $110,243-76.3% | $56,289-53.6% |
| Participation rate | 96.3% | 74.9%+21.3pp | 79.8%+16.4pp | 69.9%+26.4pp |
| Annual return | -7.26% | -1.18%-6.1pp | 314.76%-322.0pp | -9.96%+2.7pp |
| Employer contribution / active EE | $3,098 | $2,047+51.3% | $3,827-19.1% | $2,111+46.7% |
| Participant deferral / active EE | $2,690 | $3,381-20.4% | $4,672-42.4% | $3,350-19.7% |
| Admin fee / account holder | $157 | $698-77.5% | $8,548-98.2% | $521-69.9% |