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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $4,973 |
Filed as: SIGNATOR INVESTORS, INC. Service code 55 197 CLARENDON STREET · BOSTON, MA 02116 | Other Commissions | $4,973 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED SERVICES, INC. DBA Service code 13 HICKS PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $3,600 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $240 |
Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,757 | $51,466+4.5% | $78,778-31.8% | $62,293-13.7% |
| Participation rate | 56.5% | 59.8%-3.3pp | 69.2%-12.7pp | 69.5%-13.1pp |
| Annual return | 11.42% | 19.96%-8.5pp | 35.62%-24.2pp | 28.90%-17.5pp |
| Employer contribution / active EE | $484 | $827-41.5% | $1,986-75.6% | $2,042-76.3% |
| Participant deferral / active EE | $4,003 | $2,147+86.4% | $2,958+35.3% | $3,169+26.3% |
| Admin fee / account holder | $6 | $489-98.8% | $5,134-99.9% | $479-98.7% |