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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $278,286 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $65,000 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $40,213 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,253 | $120,450+17.3% | $159,495-11.4% | $93,010+51.9% |
| Participation rate | 77.2% | 78.0%-0.8pp | 82.8%-5.7pp | 73.9%+3.3pp |
| Annual return | 15.51% | 27.11%-11.6pp | 263.72%-248.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $1,780 | $3,526-49.5% | $4,831-63.2% | $2,705-34.2% |
| Participant deferral / active EE | $9,860 | $7,283+35.4% | $7,354+34.1% | $4,561+116.2% |
| Admin fee / account holder | $134 | $137-1.9% | $10,804-98.8% | $152-11.6% |