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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $33,925 |
ASCENSUS LLC3 years Service code 99 · EIN 11-3665754 | Other Fees | $25,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,187 | $84,045-54.6% | $77,361-50.6% | $69,255-44.9% |
| Participation rate | 52.5% | 71.8%-19.3pp | 75.0%-22.4pp | 69.0%-16.5pp |
| Annual return | 12.01% | 12.46%-0.5pp | 1011.54%-999.5pp | 26.73%-14.7pp |
| Employer contribution / active EE | $1,710 | $2,954-42.1% | $2,990-42.8% | $2,645-35.4% |
| Participant deferral / active EE | $2,724 | $3,349-18.7% | $3,911-30.3% | $2,890-5.7% |
| Admin fee / account holder | $165 | $239-30.9% | $5,894-97.2% | $733-77.5% |