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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,307 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $16,176 |
WIPFLI LLP2 years Filed as: WIPELI LLP Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $12,900 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,198 | $73,397+12.0% | $178,014-53.8% | $74,546+10.3% |
| Participation rate | 80.7% | 66.6%+14.1pp | 77.1%+3.6pp | 67.2%+13.5pp |
| Annual return | 16.43% | 17.49%-1.1pp | 294.80%-278.4pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,950-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,372 | $4,512-3.1% | $6,276-30.3% | $4,347+0.6% |
| Admin fee / account holder | $95 | $1,809-94.7% | $10,362-99.1% | $1,944-95.1% |