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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $47,528 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,943 |
TRUOG-RYDING COMPANY, INC.2+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $4,795 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,225 |
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 | $56,395 | $69,159-18.5% | $125,195-55.0% | $67,582-16.6% |
| Participation rate | 74.4% | 78.2%-3.8pp | 79.8%-5.4pp | 71.3%+3.1pp |
| Annual return | 21.77% | 27.12%-5.4pp | 43.79%-22.0pp | 378.57%-356.8pp |
| Employer contribution / active EE | $2,431 | $2,023+20.2% | $3,866-37.1% | $2,148+13.2% |
| Participant deferral / active EE | $3,795 | $3,700+2.6% | $4,937-23.1% | $3,539+7.2% |
| Admin fee / account holder | $20 | $142-86.1% | $9,704-99.8% | $142-86.1% |