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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) | $28,898 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $6,750 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,058 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,937 | $48,576-7.5% | $169,452-73.5% | $56,289-20.2% |
| Participation rate | 77.0% | 65.8%+11.2pp | 77.8%-0.7pp | 69.9%+7.2pp |
| Annual return | -6.96% | -2.51%-4.4pp | 1.83%-8.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,349 | $3,275+32.8% | $5,277-17.6% | $3,350+29.8% |
| Admin fee / account holder | $24 | $435-94.4% | $9,110-99.7% | $521-95.3% |