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| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS8 years Filed as: ASSET MANAGEMENT CORP Service code 26 · EIN 36-3706547 3400 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $13,841 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $7,441 |
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 | $44,818 | $61,356-27.0% | $149,696-70.1% | $71,511-37.3% |
| Participation rate | 65.2% | 62.5%+2.7pp | 78.8%-13.6pp | 67.9%-2.8pp |
| Annual return | 19.30% | 35.86%-16.6pp | 134.46%-115.2pp | 28.86%-9.6pp |
| Employer contribution / active EE | $1,231 | $2,382-48.3% | $4,821-74.5% | $2,589-52.5% |
| Participant deferral / active EE | $2,499 | $2,920-14.4% | $5,682-56.0% | $4,291-41.8% |
| Admin fee / account holder | $198 | $1,263-84.3% | $13,212-98.5% | $1,588-87.5% |