Filed September 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150,636 |
BRIGHTWORXX LLC1 year Service code 13 150 MOTOR PKWY STE 401 · HAUPPAUGE, NY 11788 | Contract Administrator | $109,012 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $69,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,270 | $95,048-75.5% | $141,191-83.5% | $82,204-71.7% |
| Participation rate | 33.1% | 73.7%-40.7pp | 82.5%-49.4pp | 73.4%-40.3pp |
| Annual return | 29.99% | 26.89%+3.1pp | 71.41%-41.4pp | 26.31%+3.7pp |
| Employer contribution / active EE | $91 | $2,921-96.9% | $4,736-98.1% | $2,707-96.6% |
| Participant deferral / active EE | $1,613 | $5,907-72.7% | $6,710-76.0% | $4,246-62.0% |
| Admin fee / account holder | $137 | $78+76.9% | $10,264-98.7% | $76+81.8% |