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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $77,310 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $20,370 |
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 | $62,849 | $69,159-9.1% | $125,192-49.8% | $67,579-7.0% |
| Participation rate | 98.3% | 78.2%+20.1pp | 79.8%+18.5pp | 71.3%+27.0pp |
| Annual return | 22.56% | 27.12%-4.6pp | 43.79%-21.2pp | 378.56%-356.0pp |
| Employer contribution / active EE | $2,098 | $2,023+3.7% | $3,866-45.7% | $2,148-2.3% |
| Participant deferral / active EE | $5,700 | $3,700+54.1% | $4,937+15.4% | $3,539+61.0% |
| Admin fee / account holder | $212 | $142+49.4% | $9,704-97.8% | $142+48.8% |