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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $36,089 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,059 | $89,225+79.4% | $133,698+19.7% | $74,478+114.9% |
| Participation rate | 75.5% | 69.4%+6.1pp | 76.4%-0.9pp | 67.2%+8.3pp |
| Annual return | 24.39% | 22.76%+1.6pp | 580.90%-556.5pp | 1370.56%-1346.2pp |
| Employer contribution / active EE | $7,161 | $2,816+154.3% | $4,218+69.8% | $2,626+172.7% |
| Participant deferral / active EE | $15,593 | $4,597+239.2% | $7,016+122.3% | $4,350+258.4% |
| Admin fee / account holder | $381 | $1,545-75.3% | $6,703-94.3% | $1,946-80.4% |