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 | $171,996 |
BRIGHTWORXX LLC2 years Service code 13 150 MOTOR PKWY STE 401 · HAUPPAUGE, NY 11788 | Contract Administrator | $132,398 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $73,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,100 | $127,481-78.7% | $149,745-81.9% | $90,274-70.0% |
| Participation rate | 43.8% | 78.2%-34.5pp | 82.5%-38.7pp | 73.4%-29.6pp |
| Annual return | 20.91% | 57.78%-36.9pp | 276.72%-255.8pp | 53.97%-33.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,417 | $6,975-65.3% | $6,843-64.7% | $4,231-42.9% |
| Admin fee / account holder | $157 | $152+3.7% | $9,312-98.3% | $114+37.9% |