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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC5+ years Service code 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $65,734 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,517 |
TRUOG-RYDING COMPANY, INC.5+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $5,425 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,489 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,119 | $71,142-26.7% | $119,634-56.4% | $64,824-19.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 79.3%+4.0pp | 71.5%+11.8pp |
| Annual return | -14.49% | -10.01%-4.5pp | -14.98%+0.5pp | 32.84%-47.3pp |
| Employer contribution / active EE | $2,126 | $2,497-14.9% | $4,232-49.8% | $2,507-15.2% |
| Participant deferral / active EE | $4,083 | $4,490-9.1% | $5,601-27.1% | $4,311-5.3% |
| Admin fee / account holder | $18 | $162-88.8% | $10,329-99.8% | $188-90.4% |