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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $54,315 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,123 |
Service code 99 P.O. BOX 3789 · LITTLETON, CO 80161 | Other Fees | $1,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,270 | $66,124+51.6% | $90,461+10.8% | $73,497+36.4% |
| Participation rate | 99.3% | 69.7%+29.7pp | 72.7%+26.6pp | 70.7%+28.6pp |
| Annual return | 16.27% | 17.65%-1.4pp | 1294.76%-1278.5pp | 28.51%-12.2pp |
| Employer contribution / active EE | $7,684 | $2,346+227.5% | $3,264+135.4% | $2,270+238.5% |
| Participant deferral / active EE | $6,873 | $3,039+126.2% | $3,964+73.4% | $3,740+83.8% |
| Admin fee / account holder | $21 | $396-94.8% | $5,617-99.6% | $513-96.0% |