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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $25,719 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $11,459 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,589 | $80,781-18.8% | $102,437-36.0% | $74,478-11.9% |
| Participation rate | 42.7% | 65.7%-23.0pp | 74.5%-31.8pp | 67.2%-24.5pp |
| Annual return | 12.84% | 27.58%-14.7pp | 24.95%-12.1pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $1,454 | $3,160-54.0% | $3,871-62.4% | $2,626-44.6% |
| Participant deferral / active EE | $2,692 | $3,862-30.3% | $5,060-46.8% | $4,350-38.1% |
| Admin fee / account holder | $269 | $2,372-88.6% | $8,388-96.8% | $1,946-86.2% |