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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | Investment Management | $17,705 |
Service code 13 · EIN 11-2931438 | Contract Administrator | $7,061 |
NATIONWIDE2 years Service code 64 · EIN 31-4177100 | Recordkeeping Fees | $1,299 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,212 | $106,749+5.1% | $145,433-22.8% | $82,448+36.1% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 12.48% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,714 | $3,444+7.8% | $4,554-18.4% | $2,551+45.6% |
| Participant deferral / active EE | $7,218 | $6,519+10.7% | $7,897-8.6% | $4,139+74.4% |
| Admin fee / account holder | $433 | $8,390-94.8% | $13,129-96.7% | $7,234-94.0% |