Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 5707 SW PKWY, BLDG. 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $16,369 |
TRUOG-RYDING COMPANY, INC.2+ years Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $8,888 |
Filed as: EMPOWER RETIEMENT ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,250 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $731 |
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 | $49,773 | $73,102-31.9% | $123,552-59.7% | $56,287-11.6% |
| Participation rate | 74.6% | 74.3%+0.3pp | 82.3%-7.7pp | 69.9%+4.7pp |
| Annual return | -4.20% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,822 | $2,977+28.4% | $4,628-17.4% | $2,111+81.0% |
| Participant deferral / active EE | $8,513 | $5,423+57.0% | $6,426+32.5% | $3,350+154.1% |
| Admin fee / account holder | $10 | $554-98.2% | $9,285-99.9% | $521-98.1% |