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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,076 |
ASCENSUS LLC2 years Service code 99 · EIN 11-3665754 | Other Fees | $13,117 |
Filed as: THE ANGELL PENSION GROUP Service code 10 · EIN 04-2530412 | Accounting | $1,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,791 | $91,692-64.2% | $67,561-51.5% | $77,714-57.8% |
| Participation rate | 61.8% | 76.0%-14.3pp | 72.9%-11.1pp | 70.6%-8.8pp |
| Annual return | 15.89% | 14.88%+1.0pp | 3525.44%-3509.6pp | 31.26%-15.4pp |
| Employer contribution / active EE | $2,680 | $3,188-15.9% | $2,735-2.0% | $2,727-1.7% |
| Participant deferral / active EE | $3,308 | $3,912-15.4% | $4,003-17.4% | $4,649-28.9% |
| Admin fee / account holder | $115 | $245-52.9% | $4,006-97.1% | $433-73.4% |