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| Provider | Service type | Compensation |
|---|---|---|
FAMILY RESOURCES, INC.1 year Service code 10 · EIN 23-7146873 | Accounting | $47,500 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $28,948 |
ASSURANCE DIMENSIONS1 year Service code 10 · EIN 26-3429295 | Accounting | $7,000 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $3,066 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $2,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,621 | $58,888-73.5% | $178,499-91.2% | $73,493-78.7% |
| Participation rate | 56.3% | 66.2%-9.9pp | 81.9%-25.6pp | 70.7%-14.4pp |
| Annual return | 1.63% | 24.86%-23.2pp | 151.10%-149.5pp | 28.51%-26.9pp |
| Employer contribution / active EE | $788 | $2,236-64.8% | $5,011-84.3% | $2,270-65.3% |
| Participant deferral / active EE | $1,168 | $2,568-54.5% | $5,202-77.6% | $3,740-68.8% |
| Admin fee / account holder | $449 | $400+12.0% | $13,986-96.8% | $513-12.6% |