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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 51 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Investment Mgmt Fees | $47,350 |
Service code 10 · EIN 55-0657218 | Accounting | $14,500 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 15 · EIN 54-1521351 | Recordkeeping | $14,159 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,011 | $65,376+259.5% | $87,100+169.8% | $65,185+260.5% |
| Participation rate | 92.3% | 75.3%+16.9pp | 76.9%+15.4pp | 70.2%+22.1pp |
| Annual return | 42.53% | 31.27%+11.3pp | 28.19%+14.3pp | 29.38%+13.1pp |
| Employer contribution / active EE | $11,748 | $1,822+544.6% | $2,521+365.9% | $2,177+439.7% |
| Participant deferral / active EE | $667 | $3,388-80.3% | $4,049-83.5% | $3,514-81.0% |
| Admin fee / account holder | $284 | $520-45.3% | $7,497-96.2% | $847-66.4% |