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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $9,285 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $5,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,060 | $58,895-50.7% | $178,503-83.7% | $73,497-60.5% |
| Participation rate | 66.7% | 66.2%+0.4pp | 81.9%-15.3pp | 70.7%-4.0pp |
| Annual return | 12.07% | 24.86%-12.8pp | 151.12%-139.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $2,410 | $2,236+7.8% | $5,011-51.9% | $2,270+6.1% |
| Participant deferral / active EE | $1,425 | $2,567-44.5% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $44 | $400-89.0% | $13,987-99.7% | $513-91.4% |