Filed June 23, 2015
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $168,968 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $84,010 |
MORNINGSTAR1 year 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 | $119,341 | $100,272+19.0% | $170,057-29.8% | $74,473+60.2% |
| Participation rate | 96.7% | 87.4%+9.3pp | 87.0%+9.7pp | 70.7%+25.9pp |
| Annual return | 13.05% | 66.12%-53.1pp | 53.42%-40.4pp | 34.36%-21.3pp |
| Employer contribution / active EE | $3,647 | $4,266-14.5% | $6,790-46.3% | $2,638+38.2% |
| Participant deferral / active EE | $6,061 | $7,147-15.2% | $10,411-41.8% | $4,530+33.8% |
| Admin fee / account holder | $446 | $235+90.0% | $12,826-96.5% | $347+28.5% |