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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $37,099 |
Service code 49 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Services | $5,504 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $1,650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,337 | $73,638-61.5% | $108,405-73.9% | $79,391-64.3% |
| Participation rate | 77.8% | 77.4%+0.4pp | 80.1%-2.4pp | 70.7%+7.1pp |
| Annual return | 19.12% | 33.27%-14.1pp | 905.55%-886.4pp | 116.88%-97.8pp |
| Employer contribution / active EE | $1,568 | $2,397-34.6% | $3,559-55.9% | $2,428-35.4% |
| Participant deferral / active EE | $2,725 | $6,218-56.2% | $6,563-58.5% | $4,046-32.7% |
| Admin fee / account holder | $13 | $638-98.0% | $7,297-99.8% | $627-98.0% |