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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $59,257 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,128 |
TRUOG-RYDING COMPANY, INC.4+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $3,010 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,969 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,499 | $86,225-4.3% | $146,643-43.7% | $86,821-5.0% |
| Participation rate | 90.9% | 78.0%+12.9pp | 80.1%+10.8pp | 72.3%+18.6pp |
| Annual return | 33.16% | 31.23%+1.9pp | 22.75%+10.4pp | 97.94%-64.8pp |
| Employer contribution / active EE | $1,659 | $2,392-30.7% | $4,137-59.9% | $2,406-31.1% |
| Participant deferral / active EE | $3,611 | $4,245-14.9% | $5,506-34.4% | $4,132-12.6% |
| Admin fee / account holder | $18 | $195-90.9% | $10,280-99.8% | $170-89.6% |