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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $35,175 |
ARONSON LLC1+ years Service code 10 · EIN 37-1611326 | Accounting | $5,058 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $37,117-100.0% | $147,617-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 63.6%-63.6pp | 84.6%-84.6pp | 69.2%-69.2pp |
| Annual return | 9.52% | 3.44%+6.1pp | 61.98%-52.5pp | 10.78%-1.3pp |
| Employer contribution / active EE | $1,776 | $1,620+9.6% | $5,564-68.1% | $1,899-6.5% |
| Participant deferral / active EE | $6,245 | $1,985+214.5% | $4,895+27.6% | $3,046+105.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |