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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $45,339 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,737 |
Service code 99 P.O. BOX 3789 · LITTLETON, CO 80161 | Other Fees | $2,450 |
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 | $76,270 | $44,873+70.0% | $79,467-4.0% | $56,289+35.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -6.75% | 0.81%-7.6pp | 718.30%-725.1pp | -9.96%+3.2pp |
| Employer contribution / active EE | $6,977 | $2,140+226.0% | $2,800+149.2% | $2,111+230.5% |
| Participant deferral / active EE | $6,185 | $2,746+125.2% | $3,704+67.0% | $3,350+84.6% |
| Admin fee / account holder | $31 | $418-92.6% | $5,104-99.4% | $521-94.1% |