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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $71,255 |
KRILOGY FINANCIAL LLC1 year Filed as: KRILOGY FINANCIAL Service code 26 · EIN 26-3835498 | Advisory (Participants) | $14,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,814 | $62,624-36.4% | $177,989-77.6% | $77,643-48.7% |
| Participation rate | 60.7% | 66.8%-6.1pp | 77.1%-16.4pp | 70.6%-9.9pp |
| Annual return | 7.99% | 16.16%-8.2pp | 294.48%-286.5pp | 31.24%-23.2pp |
| Employer contribution / active EE | $1,212 | $1,909-36.5% | $3,949-69.3% | $2,726-55.5% |
| Participant deferral / active EE | $2,251 | $4,219-46.7% | $6,276-64.1% | $4,647-51.6% |
| Admin fee / account holder | $50 | $386-87.0% | $10,363-99.5% | $430-88.4% |