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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,957 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $10,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,993 | $70,917-26.7% | $98,916-47.4% | $73,493-29.3% |
| Participation rate | 74.9% | 73.8%+1.0pp | 76.0%-1.2pp | 70.7%+4.2pp |
| Annual return | 44.12% | 34.18%+9.9pp | 196.45%-152.3pp | 28.51%+15.6pp |
| Employer contribution / active EE | $2,669 | $2,037+31.0% | $2,689-0.8% | $2,270+17.6% |
| Participant deferral / active EE | $8,786 | $3,501+151.0% | $4,245+107.0% | $3,740+134.9% |
| Admin fee / account holder | $108 | $535-79.8% | $6,642-98.4% | $513-78.9% |