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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $20,212 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,816 |
RSM US LLP2 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $6,100 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,069 | $70,917-1.2% | $98,920-29.2% | $73,497-4.7% |
| Participation rate | 42.3% | 73.8%-31.5pp | 76.0%-33.7pp | 70.7%-28.4pp |
| Annual return | 16.76% | 34.18%-17.4pp | 196.47%-179.7pp | 28.51%-11.8pp |
| Employer contribution / active EE | $775 | $2,037-61.9% | $2,689-71.2% | $2,270-65.8% |
| Participant deferral / active EE | $2,483 | $3,501-29.1% | $4,245-41.5% | $3,740-33.6% |
| Admin fee / account holder | $571 | $535+6.8% | $6,643-91.4% | $513+11.3% |