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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $53,522 |
LEERINK PARTNERS LLC1 year Service code 99 ONE FEDERAL ST · BOSTON, MA 02110 | Other Fees | $44,700 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,965 | $79,523+16.9% | $140,019-33.6% | $56,287+65.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.86% | 2.39%-6.2pp | 651.15%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,416 | $3,350-57.7% | $5,605-74.7% | $2,111-32.9% |
| Participant deferral / active EE | $13,216 | $5,129+157.7% | $6,927+90.8% | $3,350+294.5% |
| Admin fee / account holder | $301 | $614-51.0% | $10,705-97.2% | $521-42.2% |