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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICE Service code 55 | Other Commissions | $11,484 |
Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $6,550 |
Filed as: DOUGLAS M. FARR & CO INC. Service code 13 2236 MAURICE AVENUE · LA CRESCENTA, CA 91214 | Contract Administrator | $700 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 99 MORNING STAR ASSOCIATES LLC · CHICAGO, IL 60674 | Other Fees | $648 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $602 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,944 | $65,376-46.5% | $87,102-59.9% | $65,185-46.4% |
| Participation rate | 98.5% | 75.3%+23.1pp | 76.9%+21.6pp | 70.2%+28.3pp |
| Annual return | 9.72% | 31.27%-21.5pp | 28.19%-18.5pp | 29.38%-19.7pp |
| Employer contribution / active EE | $348 | $1,822-80.9% | $2,521-86.2% | $2,177-84.0% |
| Participant deferral / active EE | $1,939 | $3,388-42.8% | $4,048-52.1% | $3,514-44.8% |
| Admin fee / account holder | $49 | $520-90.5% | $7,491-99.3% | $847-94.2% |