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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $71,170 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $47,769 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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.
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 | $95,182 | $91,372+4.2% | $130,045-26.8% | $74,460+27.8% |
| Participation rate | 59.8% | 77.8%-18.0pp | 78.5%-18.7pp | 70.7%-11.0pp |
| Annual return | 14.04% | 23.21%-9.2pp | -137.30%+151.3pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,485 | $2,563-42.1% | $4,321-65.6% | $2,638-43.7% |
| Participant deferral / active EE | $4,160 | $4,721-11.9% | $5,820-28.5% | $4,530-8.2% |
| Admin fee / account holder | $548 | $283+93.4% | $10,600-94.8% | $348+57.6% |