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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA FINANCIAL SERVICES Service code 14 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Plan Administrator | $45,000 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 1500 MARKET STREET · PHILADELPHIA, PA 191022101 | Recordkeeping | $38,336 |
ADVISOR RESOURCE COUNCIL3+ years Filed as: ADVISOR TRUST COMPANY Service code 19 · EIN 23-2323488 2710 CENTERVILLE ROAD #101 · WILMINGTON, DE 19808 | Securities Custodian | $30,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,389 | $57,976-21.7% | $63,018-28.0% | $62,293-27.1% |
| Participation rate | 96.7% | 75.9%+20.7pp | 74.8%+21.9pp | 69.5%+27.2pp |
| Annual return | 15.71% | 17.54%-1.8pp | 87.62%-71.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,259 | $2,415-6.4% | $2,761-18.2% | $2,042+10.6% |
| Participant deferral / active EE | $1,933 | $2,956-34.6% | $3,330-42.0% | $3,169-39.0% |
| Admin fee / account holder | $382 | $276+38.6% | $3,601-89.4% | $479-20.3% |