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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,630 |
BEENE GARTER LLP1 year Filed as: BEENE GARTER, LLP Service code 15 · EIN 38-1337372 | Recordkeeping | $2,750 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $790 |
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.
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 | $28,675 | $99,957-71.3% | $149,745-80.9% | $73,497-61.0% |
| Participation rate | 38.3% | 75.7%-37.4pp | 82.5%-44.1pp | 70.7%-32.3pp |
| Annual return | 26.33% | 53.87%-27.5pp | 276.72%-250.4pp | 28.51%-2.2pp |
| Employer contribution / active EE | $1,173 | $3,191-63.2% | $4,646-74.7% | $2,270-48.3% |
| Participant deferral / active EE | $1,906 | $6,073-68.6% | $6,843-72.1% | $3,740-49.0% |
| Admin fee / account holder | $85 | $551-84.5% | $9,312-99.1% | $513-83.4% |