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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $48,000 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $10,489 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,330 | $92,076-11.7% | $105,608-23.0% | $77,714+4.7% |
| Participation rate | 98.4% | 81.0%+17.4pp | 75.3%+23.1pp | 70.6%+27.8pp |
| Annual return | 16.13% | 17.84%-1.7pp | 116.50%-100.4pp | 31.26%-15.1pp |
| Employer contribution / active EE | $1,380 | $3,370-59.1% | $3,167-56.4% | $2,727-49.4% |
| Participant deferral / active EE | $5,302 | $5,390-1.6% | $5,010+5.8% | $4,649+14.0% |
| Admin fee / account holder | $108 | $219-50.7% | $11,028-99.0% | $433-75.1% |