Filed October 10, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,358 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,000 |
BAKER TILLY US, LLP1 year Service code 27 · EIN 39-0859910 | Advisory (Plan) | $23,700 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,023 | $89,436-28.4% | $164,813-61.2% | $77,643-17.5% |
| Participation rate | 77.4% | 78.6%-1.2pp | 78.6%-1.2pp | 70.6%+6.9pp |
| Annual return | 13.38% | 28.83%-15.4pp | 69.93%-56.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,706 | $2,569+5.3% | $4,341-37.7% | $2,726-0.7% |
| Participant deferral / active EE | $3,815 | $4,897-22.1% | $6,031-36.7% | $4,647-17.9% |
| Admin fee / account holder | $226 | $339-33.4% | $12,690-98.2% | $430-47.5% |