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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 21 163 EAST MAIN STREET · SILVERDALE, PA 189620539 | Bank Trustee | $25,089 |
NPF1+ years Filed as: NPF ADVISOR SERVICES LLC Service code 21 163 EAST MAIN STREET · SILVERDALE, PA 189620539 | Bank Trustee | $24,631 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,170 | $60,165+16.6% | $74,185-5.4% | $55,167+27.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.73% | 10.00%-4.3pp | 17.74%-12.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $5,440 | $1,600+240.1% | $2,370+129.5% | $1,963+177.2% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $470 | $419+12.1% | $5,586-91.6% | $504-6.8% |