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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,500 |
Service code 49 · EIN 04-1590850 | Other Services | $17,252 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,051 | $48,261-46.0% | $68,612-62.0% | $55,725-53.3% |
| Participation rate | 87.9% | 71.0%+16.9pp | 72.2%+15.7pp | 70.9%+17.0pp |
| Annual return | -2.94% | -2.61%-0.3pp | -4.63%+1.7pp | 244.93%-247.9pp |
| Employer contribution / active EE | $584 | $1,742-66.5% | $2,625-77.8% | $2,078-71.9% |
| Participant deferral / active EE | $2,335 | $2,712-13.9% | $3,311-29.5% | $3,356-30.4% |
| Admin fee / account holder | $28 | $126-77.7% | $5,131-99.5% | $115-75.5% |