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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,790 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,149 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $9,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,278 | $54,370-7.5% | $82,763-39.3% | $68,490-26.6% |
| Participation rate | 93.5% | 63.9%+29.6pp | 72.6%+20.9pp | 67.9%+25.6pp |
| Annual return | -11.60% | -13.67%+2.1pp | 702.45%-714.0pp | -7.85%-3.7pp |
| Employer contribution / active EE | $2,427 | $2,219+9.4% | $3,008-19.3% | $2,597-6.5% |
| Participant deferral / active EE | $2,875 | $3,247-11.5% | $4,395-34.6% | $4,028-28.6% |
| Admin fee / account holder | $114 | $4,398-97.4% | $5,325-97.9% | $5,403-97.9% |