Filed June 23, 2015
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $188,236 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $84,819 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,172 | $129,227-0.8% | $184,256-30.4% | $77,762+64.8% |
| Participation rate | 96.3% | 87.4%+9.0pp | 86.8%+9.5pp | 70.6%+25.7pp |
| Annual return | 10.68% | 33.24%-22.6pp | 28.85%-18.2pp | 31.27%-20.6pp |
| Employer contribution / active EE | $3,722 | $4,412-15.7% | $6,427-42.1% | $2,728+36.4% |
| Participant deferral / active EE | $6,526 | $7,307-10.7% | $9,133-28.6% | $4,651+40.3% |
| Admin fee / account holder | $498 | $256+94.7% | $13,899-96.4% | $433+15.0% |