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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78746 | Advisory (Plan) | $26,204 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,193 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $3,775 |
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 | $48,106 | $52,639-8.6% | $185,117-74.0% | $62,293-22.8% |
| Participation rate | 74.0% | 63.9%+10.2pp | 77.3%-3.2pp | 69.5%+4.5pp |
| Annual return | 15.79% | 19.57%-3.8pp | 40.50%-24.7pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,925 | $3,097+26.7% | $5,045-22.2% | $3,169+23.8% |
| Admin fee / account holder | $20 | $374-94.6% | $8,159-99.8% | $479-95.8% |