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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $195,134 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,126 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,814 | $47,456-41.4% | $172,739-83.9% | $77,787-64.2% |
| Participation rate | 32.9% | 66.3%-33.3pp | 82.6%-49.7pp | 73.2%-40.3pp |
| Annual return | 28.69% | 35.57%-6.9pp | 802.84%-774.2pp | 32.57%-3.9pp |
| Employer contribution / active EE | $59 | $1,574-96.3% | $5,143-98.9% | $2,504-97.7% |
| Participant deferral / active EE | $1,766 | $2,560-31.0% | $5,198-66.0% | $3,967-55.5% |
| Admin fee / account holder | $155 | $81+91.7% | $13,954-98.9% | $100+54.9% |