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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,434 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $894 |
BENEFITS PLUS1+ years Service code 15 · EIN 61-1104063 | Recordkeeping | $218 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $746 | $61,756-98.8% | $69,884-98.9% | $77,906-99.0% |
| Participation rate | 24.6% | 79.9%-55.3pp | 70.5%-45.9pp | 73.7%-49.1pp |
| Annual return | 0.00% | -11.86%+11.9pp | 190.81%-190.8pp | 12.16%-12.2pp |
| Employer contribution / active EE | $0 | $2,706-100.0% | $2,560-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $190 | $3,977-95.2% | $3,848-95.0% | $4,805-96.0% |
| Admin fee / account holder | $20 | $101-80.3% | $6,266-99.7% | $133-84.9% |