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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $247,218 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $65,000 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $37,755 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $134,302 | $127,481+5.3% | $149,751-10.3% | $90,274+48.8% |
| Participation rate | 75.7% | 78.2%-2.5pp | 82.5%-6.8pp | 73.4%+2.3pp |
| Annual return | 18.45% | 57.78%-39.3pp | 276.71%-258.3pp | 53.97%-35.5pp |
| Employer contribution / active EE | $836 | $3,448-75.8% | $4,646-82.0% | $2,523-66.9% |
| Participant deferral / active EE | $8,852 | $6,975+26.9% | $6,843+29.4% | $4,231+109.2% |
| Admin fee / account holder | $126 | $152-17.0% | $9,312-98.6% | $114+10.4% |