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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $17,500 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,404 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,040 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,814 | $65,440+5.2% | $98,506-30.1% | $85,851-19.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 32.58% | 21.75%+10.8pp | 1494.92%-1462.3pp | 318.63%-286.1pp |
| Employer contribution / active EE | $2,511 | $2,169+15.8% | $2,961-15.2% | $2,565-2.1% |
| Participant deferral / active EE | $3,047 | $3,168-3.8% | $4,277-28.8% | $3,952-22.9% |
| Admin fee / account holder | $125 | $4,596-97.3% | $5,955-97.9% | $6,261-98.0% |