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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $47,879 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,047 |
Service code 99 P.O. BOX 3789 · LITTLETON, CO 80161 | Other Fees | $1,950 |
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 | $91,284 | $51,620+76.8% | $90,324+1.1% | $65,186+40.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 22.33% | 24.94%-2.6pp | 78.15%-55.8pp | 29.39%-7.1pp |
| Employer contribution / active EE | $7,614 | $2,235+240.7% | $2,856+166.6% | $2,177+249.8% |
| Participant deferral / active EE | $6,538 | $2,871+127.8% | $3,885+68.3% | $3,514+86.1% |
| Admin fee / account holder | $30 | $384-92.1% | $5,356-99.4% | $847-96.4% |