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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Service code 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $48,568 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,560 |
TRUOG-RYDING COMPANY, INC.3+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $5,390 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,681 |
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 | $71,107 | $78,419-9.3% | $133,978-46.9% | $73,412-3.1% |
| Participation rate | 84.1% | 78.6%+5.5pp | 79.8%+4.2pp | 72.2%+11.9pp |
| Annual return | 15.43% | 33.35%-17.9pp | 45.10%-29.7pp | 59.30%-43.9pp |
| Employer contribution / active EE | $1,967 | $2,044-3.7% | $3,919-49.8% | $2,234-11.9% |
| Participant deferral / active EE | $4,389 | $3,925+11.8% | $5,047-13.0% | $3,806+15.3% |
| Admin fee / account holder | $27 | $161-83.3% | $8,930-99.7% | $158-83.0% |