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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 13 5707 SW PKWY BDLG 2 STE 400 · AUSTIN, TX 78735 | Contract Administrator | $30,000 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 290 WEST MOUNT PLEASANT AVE · LIVINGSTON, NJ 07039 | Accounting | $20,000 |
THE BENEFIT PRATICE3 years Service code 13 | Contract Administrator | $10,000 |
Filed as: FIRST- GREAT WEST LIFE & ANNUITY Service code 64 · EIN 42-0127290 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $272 |
THE BENEFIT PRACTICE4 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $0 |
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 | $161,142 | $98,982+62.8% | $162,185-0.6% | $65,186+147.2% |
| Participation rate | 95.1% | 85.8%+9.4pp | 87.6%+7.6pp | 70.2%+24.9pp |
| Annual return | 26.16% | 24.84%+1.3pp | 115.61%-89.4pp | 29.39%-3.2pp |
| Employer contribution / active EE | $7,957 | $3,467+129.5% | $5,613+41.8% | $2,177+265.5% |
| Participant deferral / active EE | $15,304 | $5,384+184.2% | $7,297+109.7% | $3,514+335.5% |
| Admin fee / account holder | $255 | $596-57.2% | $10,844-97.6% | $847-69.9% |