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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 55 · EIN 35-2552359 | Other Commissions | $19,795 |
BEENE GARTER LLP3 years Service code 15 56 GRANDVILLE AVE SW · GRAND RAPIDS, MI 49503 | Recordkeeping | $5,650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,283 | $99,957-72.7% | $149,715-81.8% | $73,493-62.9% |
| Participation rate | 95.2% | 75.7%+19.5pp | 82.5%+12.7pp | 70.7%+24.5pp |
| Annual return | 42.14% | 53.87%-11.7pp | 276.66%-234.5pp | 28.51%+13.6pp |
| Employer contribution / active EE | $2,381 | $3,191-25.4% | $4,645-48.7% | $2,270+4.9% |
| Participant deferral / active EE | $4,744 | $6,073-21.9% | $6,842-30.7% | $3,740+26.8% |
| Admin fee / account holder | $116 | $551-78.8% | $9,310-98.7% | $513-77.3% |