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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,500 |
BARCLAY PLANNING GROUP1 year Filed as: BARCLAY PLANNING GROUOP Service code 15 · EIN 38-3466149 | Recordkeeping | $4,500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,190 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,251 | $104,497-68.2% | $159,487-79.2% | $79,389-58.1% |
| Participation rate | 44.7% | 76.6%-31.9pp | 82.8%-38.2pp | 70.7%-26.0pp |
| Annual return | 14.50% | 67.98%-53.5pp | 263.71%-249.2pp | 116.89%-102.4pp |
| Employer contribution / active EE | $1,205 | $3,418-64.7% | $4,831-75.1% | $2,428-50.4% |
| Participant deferral / active EE | $2,443 | $6,468-62.2% | $7,354-66.8% | $4,046-39.6% |
| Admin fee / account holder | $206 | $711-71.0% | $10,804-98.1% | $626-67.1% |