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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $251,560 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $65,000 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $46,082 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $134,978 | $107,415+25.7% | $135,998-0.8% | $80,187+68.3% |
| Participation rate | 77.7% | 78.0%-0.3pp | 81.9%-4.2pp | 72.9%+4.8pp |
| Annual return | 18.79% | 91.99%-73.2pp | 68.37%-49.6pp | 40.40%-21.6pp |
| Employer contribution / active EE | $2,482 | $3,878-36.0% | $4,860-48.9% | $2,980-16.7% |
| Participant deferral / active EE | $10,825 | $8,189+32.2% | $7,761+39.5% | $5,016+115.8% |
| Admin fee / account holder | $121 | $127-4.9% | $10,769-98.9% | $145-16.7% |