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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $55,223 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $0 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE, INC. Service code 49 510 MAIN ST. STOP A · GORHAM, ME 04038 | Other Services | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,900 | $52,450+166.7% | $129,384+8.1% | $74,459+87.9% |
| Participation rate | 45.8% | 53.8%-8.0pp | 69.6%-23.8pp | 67.2%-21.4pp |
| Annual return | 15.15% | 15.65%-0.5pp | 9461.77%-9446.6pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $2,142 | $1,532+39.8% | $4,153-48.4% | $2,626-18.4% |
| Participant deferral / active EE | $4,245 | $2,797+51.8% | $4,166+1.9% | $4,350-2.4% |
| Admin fee / account holder | $600 | $2,636-77.2% | $7,686-92.2% | $1,945-69.1% |