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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,591 |
BARCLAY PLANNING GROUP2 years Filed as: BARCLAY PLANNING GROUOP Service code 15 · EIN 38-3466149 | Recordkeeping | $2,448 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,885 |
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 | $29,076 | $84,499-65.6% | $125,391-76.8% | $66,949-56.6% |
| Participation rate | 40.3% | 76.4%-36.2pp | 82.4%-42.1pp | 69.8%-29.6pp |
| Annual return | -15.31% | -8.49%-6.8pp | 572.41%-587.7pp | 1.57%-16.9pp |
| Employer contribution / active EE | $1,245 | $3,554-65.0% | $4,816-74.2% | $2,545-51.1% |
| Participant deferral / active EE | $2,426 | $6,785-64.2% | $7,448-67.4% | $4,239-42.8% |
| Admin fee / account holder | $185 | $685-73.0% | $10,009-98.2% | $594-68.9% |