Filed October 5, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 78735 | Advisory (Plan) | $15,000 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,839 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,163 | $56,485-51.9% | $185,823-85.4% | $86,799-68.7% |
| Participation rate | 34.1% | 65.5%-31.4pp | 81.7%-47.6pp | 72.3%-38.2pp |
| Annual return | 36.63% | 118.04%-81.4pp | 122.05%-85.4pp | 97.91%-61.3pp |
| Employer contribution / active EE | $588 | $1,843-68.1% | $5,167-88.6% | $2,405-75.5% |
| Participant deferral / active EE | $986 | $2,553-61.4% | $5,568-82.3% | $4,131-76.1% |
| Admin fee / account holder | $174 | $150+16.5% | $16,237-98.9% | $170+2.8% |