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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,675 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 55 · EIN 35-2552359 | Other Commissions | $29,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,669 | $45,382-78.7% | $154,107-93.7% | $75,289-87.2% |
| Participation rate | 59.3% | 65.9%-6.6pp | 83.0%-23.7pp | 72.4%-13.1pp |
| Annual return | 1.93% | -0.47%+2.4pp | 735.12%-733.2pp | -0.04%+2.0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,804 | $2,384-24.3% | $5,081-64.5% | $3,739-51.7% |
| Admin fee / account holder | $30 | $89-66.7% | $13,411-99.8% | $102-70.9% |