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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 | $86,795-56.0% | $67,681-43.6% | $64,728-41.0% |
| Participation rate | 52.5% | 71.7%-19.1pp | 73.7%-21.2pp | 57.9%-5.4pp |
| Annual return | 12.01% | 12.58%-0.6pp | 590.58%-578.6pp | 49.38%-37.4pp |
| Employer contribution / active EE | $1,710 | $2,837-39.7% | $2,678-36.2% | $2,243-23.8% |
| Participant deferral / active EE | $2,724 | $3,430-20.6% | $3,976-31.5% | $2,729-0.2% |
| Admin fee / account holder | $165 | $238-30.7% | $6,100-97.3% | $1,145-85.6% |