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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $69,203 |
Service code 49 P.O. BOX 3789 · LITTLETON, CO 80161 | Other Services | $12,578 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,079 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,532 | $63,768+70.2% | $98,506+10.2% | $79,389+36.7% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 14.98% | 626.18%-611.2pp | 1494.92%-1479.9pp | 116.89%-101.9pp |
| Employer contribution / active EE | $7,529 | $2,558+194.4% | $2,961+154.3% | $2,428+210.1% |
| Participant deferral / active EE | $6,981 | $3,305+111.2% | $4,277+63.2% | $4,046+72.5% |
| Admin fee / account holder | $36 | $516-93.1% | $5,955-99.4% | $626-94.3% |