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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 5707 SW PKWY, BLDG. 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $14,725 |
TRUOG-RYDING COMPANY, INC.1+ years Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $10,072 |
Filed as: EMPOWER RETIEMENT ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,069 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $187 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,982 | $80,753-34.4% | $136,298-61.1% | $62,293-14.9% |
| Participation rate | 79.1% | 73.5%+5.6pp | 81.9%-2.8pp | 69.5%+9.6pp |
| Annual return | 13.60% | 35.83%-22.2pp | 5156.27%-5142.7pp | 28.90%-15.3pp |
| Employer contribution / active EE | $5,349 | $2,884+85.5% | $4,696+13.9% | $2,042+161.9% |
| Participant deferral / active EE | $9,247 | $5,164+79.1% | $6,247+48.0% | $3,169+191.8% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |