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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Service code 55 5707 SW PKWY, BLDG. 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $20,763 |
TRUOG-RYDING COMPANY, INC.3+ years Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $10,427 |
Filed as: EMPOWER RETIEMENT ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,595 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $58,243 | $89,652-35.0% | $141,191-58.7% | $65,185-10.6% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.5%-4.7pp | 70.2%+7.6pp |
| Annual return | 27.22% | 32.79%-5.6pp | 71.41%-44.2pp | 29.38%-2.2pp |
| Employer contribution / active EE | $3,873 | $3,065+26.4% | $4,736-18.2% | $2,177+77.9% |
| Participant deferral / active EE | $8,518 | $5,691+49.7% | $6,710+26.9% | $3,514+142.4% |
| Admin fee / account holder | $15 | $569-97.4% | $10,264-99.9% | $847-98.2% |