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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $212,827 |
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 68-0279977 | Advisory (Plan) | $52,500 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $26,064 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $9,663 |
MINUTEMAN PRESS1 year Service code 38 · EIN 39-1251558 | Participant Communication | $8,579 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,333 |
DEWITT ROSS & STEVENS1 year Filed as: DEWITT LLP Service code 29 · EIN 39-1804522 | Legal | $5,873 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,893 | $127,218-56.1% | $392,568-85.8% | $77,775-28.1% |
| Participation rate | 35.4% | 82.0%-46.6pp | 78.1%-42.6pp | 73.2%-37.8pp |
| Annual return | 22.58% | 25.27%-2.7pp | 24.42%-1.8pp | 32.58%-10.0pp |
| Employer contribution / active EE | $528 | $3,064-82.8% | $3,783-86.0% | $2,504-78.9% |
| Participant deferral / active EE | $2,126 | $4,820-55.9% | $5,985-64.5% | $3,966-46.4% |
| Admin fee / account holder | $190 | $89+112.9% | $6,260-97.0% | $100+89.4% |