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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,446 |
Service code 13 · EIN 31-1436692 | Contract Administrator | $16,200 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,885 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $78,610 | $68,544+14.7% | $115,752-32.1% | $69,631+12.9% |
| Participation rate | 42.9% | 74.0%-31.1pp | 77.8%-34.9pp | 70.7%-27.8pp |
| Annual return | 14.54% | 20.97%-6.4pp | 19.41%-4.9pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,492-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,451 | $3,887-36.9% | $5,204-52.9% | $3,224-24.0% |
| Admin fee / account holder | $86 | $90-4.7% | $6,278-98.6% | $110-22.1% |