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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $96,247 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $82,129 |
SIDECAR HR LLC2 years Service code 35 · EIN 47-1501861 | Employee (plan sponsor) | $46,160 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 20-1409613 | Advisory (Plan) | $13,750 |
Filed as: AMERICAN GENERAL INS AGENCY INC Service code 55 200 WESTPORT PLZ DR # 220 · ST LOUIS, MO 63146 | Other Commissions | $5,653 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,077 | $44,898+16.0% | $85,187-38.9% | $199,960-74.0% |
| Participation rate | 39.9% | 45.7%-5.8pp | 67.5%-27.6pp | 72.0%-32.1pp |
| Annual return | 23.30% | 20.98%+2.3pp | 66.67%-43.4pp | 34.28%-11.0pp |
| Employer contribution / active EE | $1,169 | $1,367-14.5% | $2,732-57.2% | $3,036-61.5% |
| Participant deferral / active EE | $2,418 | $2,670-9.4% | $4,525-46.6% | $5,087-52.5% |
| Admin fee / account holder | $350 | $585-40.3% | $6,162-94.3% | $269+29.9% |