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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,742 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,518 |
SC&H ATTEST SERVICES, P.C.2 years Filed as: SC& H ATTEST SERVICES Service code 10 · EIN 52-1743645 | Accounting | $11,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,591 | $41,647-41.0% | $96,161-74.4% | $86,813-71.7% |
| Participation rate | 16.0% | 50.3%-34.3pp | 68.4%-52.4pp | 72.3%-56.3pp |
| Annual return | 8.52% | 27.24%-18.7pp | 192.01%-183.5pp | 97.93%-89.4pp |
| Employer contribution / active EE | $466 | $1,328-64.9% | $2,798-83.3% | $2,406-80.6% |
| Participant deferral / active EE | $101 | $2,412-95.8% | $4,349-97.7% | $4,131-97.6% |
| Admin fee / account holder | $221 | $169+30.4% | $5,538-96.0% | $170+30.3% |