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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 | $5,210 |
Filed as: SIGNATOR INVESTORS, INC. Service code 55 197 CLARENDON STREET · BOSTON, MA 02116 | Other Commissions | $5,210 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED SERVICES, INC. DBA Service code 13 HICKS PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $3,750 |
Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $360 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,994 | $42,548+26.9% | $74,551-27.6% | $56,289-4.1% |
| Participation rate | 55.3% | 60.5%-5.2pp | 69.1%-13.8pp | 69.9%-14.5pp |
| Annual return | -2.60% | 12.40%-15.0pp | 32.53%-35.1pp | -9.96%+7.4pp |
| Employer contribution / active EE | $402 | $855-53.0% | $1,961-79.5% | $2,111-80.9% |
| Participant deferral / active EE | $4,243 | $2,277+86.3% | $3,108+36.5% | $3,350+26.7% |
| Admin fee / account holder | $12 | $467-97.4% | $5,059-99.8% | $521-97.7% |