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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 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $21,000 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 42-0127290 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,768 |
THE BENEFIT PRATICE5 years Service code 13 | Contract Administrator | $10,000 |
THE BENEFIT PRACTICE6 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,563 | $121,341+67.8% | $189,537+7.4% | $79,391+156.4% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.8%+5.2pp | 70.7%+22.3pp |
| Annual return | 18.10% | 21.08%-3.0pp | 555.34%-537.2pp | 116.88%-98.8pp |
| Employer contribution / active EE | $8,240 | $3,915+110.5% | $6,161+33.7% | $2,428+239.4% |
| Participant deferral / active EE | $15,090 | $6,395+135.9% | $8,220+83.6% | $4,046+273.0% |
| Admin fee / account holder | $274 | $651-57.9% | $12,048-97.7% | $627-56.2% |