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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $87,891 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $6,300 |
Filed as: KEYSTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $5,250 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PIONEER3 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,736 | $78,419-62.1% | $133,959-77.8% | $73,412-59.5% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.2pp | 72.2%+26.9pp |
| Annual return | 14.03% | 33.35%-19.3pp | 45.09%-31.1pp | 59.30%-45.3pp |
| Employer contribution / active EE | $1,530 | $2,044-25.1% | $3,919-61.0% | $2,234-31.5% |
| Participant deferral / active EE | $2,258 | $3,925-42.5% | $5,047-55.3% | $3,806-40.7% |
| Admin fee / account holder | $160 | $161-0.8% | $8,928-98.2% | $158+1.3% |