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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 13 5707SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Contract Administrator | $23,291 |
PAYCHEX, INC.4+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $17,545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,896 | $65,223-74.1% | $80,022-78.9% | $55,725-69.7% |
| Participation rate | 92.8% | 80.6%+12.2pp | 75.8%+16.9pp | 70.9%+21.9pp |
| Annual return | -1.51% | 7.59%-9.1pp | 11.22%-12.7pp | 244.93%-246.4pp |
| Employer contribution / active EE | $1,882 | $2,544-26.0% | $2,468-23.8% | $2,078-9.5% |
| Participant deferral / active EE | $3,042 | $3,881-21.6% | $3,686-17.5% | $3,356-9.3% |
| Admin fee / account holder | $127 | $114+10.9% | $6,521-98.1% | $115+10.0% |