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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,043 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 | Other Commissions | $29,362 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: REA & ASSOCIATES, INC. Service code 13 122 FOURTH ST. NW · NEW PHILADELPHIA, OH 446635120 | Contract Administrator | $9,600 |
THORNHILL FINANCIAL, INC.1+ years Filed as: THORNHILL FINANCIAL, LLC Service code 10 18400 PEARL ROAD · STRONGSVILLE, OH 44136 | Accounting | $8,500 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 1250 CAPIAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,600 | $106,236-43.0% | $112,263-46.0% | $64,824-6.5% |
| Participation rate | 31.2% | 71.7%-40.5pp | 75.1%-43.9pp | 71.5%-40.3pp |
| Annual return | -14.47% | -6.02%-8.5pp | 27.49%-42.0pp | 32.84%-47.3pp |
| Employer contribution / active EE | $1,205 | $3,167-62.0% | $3,636-66.9% | $2,507-52.0% |
| Participant deferral / active EE | $2,780 | $3,786-26.6% | $4,729-41.2% | $4,311-35.5% |
| Admin fee / account holder | $220 | $452-51.3% | $6,410-96.6% | $188+17.2% |