Filed January 17, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $763,905 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 87-0462192 | Consulting | $277,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $20,213 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,150 | $111,545-68.5% | $64,110-45.2% | $103,657-66.1% |
| Participation rate | 98.7% | 74.9%+23.8pp | 72.3%+26.4pp | 73.4%+25.3pp |
| Annual return | 20.79% | 17.80%+3.0pp | 33.75%-13.0pp | 33.13%-12.3pp |
| Employer contribution / active EE | $3,470 | $4,573-24.1% | $2,751+26.2% | $3,216+7.9% |
| Participant deferral / active EE | $3,846 | $4,715-18.4% | $3,883-0.9% | $5,218-26.3% |
| Admin fee / account holder | $87 | $45+91.9% | $3,071-97.2% | $114-24.2% |