Filed October 26, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,321 |
Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $10,669 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Other Fees | $3,556 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,354 | $95,416-90.2% | $185,823-95.0% | $85,850-89.1% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 9.15% | 23.59%-14.4pp | 122.05%-112.9pp | 318.53%-309.4pp |
| Employer contribution / active EE | $2,254 | $3,314-32.0% | $5,167-56.4% | $2,565-12.1% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $236 | $7,213-96.7% | $16,237-98.5% | $6,260-96.2% |