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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $62,931 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 74-2794194 | Consulting | $9,500 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 74-2794194 | Consulting | $9,500 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,851 | $57,606-53.4% | $67,313-60.1% | $75,289-64.3% |
| Participation rate | 36.4% | 68.2%-31.8pp | 69.1%-32.7pp | 72.4%-36.0pp |
| Annual return | 0.58% | -0.47%+1.0pp | -4.08%+4.7pp | -0.04%+0.6pp |
| Employer contribution / active EE | $373 | $2,206-83.1% | $2,566-85.5% | $2,405-84.5% |
| Participant deferral / active EE | $844 | $3,195-73.6% | $3,568-76.4% | $3,739-77.4% |
| Admin fee / account holder | $69 | $83-16.0% | $4,507-98.5% | $102-32.1% |