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| Provider | Service type | Compensation |
|---|---|---|
SBSF1 year Service code 13 · EIN 27-3232902 | Contract Administrator | $15,497 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,185 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $5,352 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,088 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,047 | $59,191-59.4% | $76,767-68.7% | $56,289-57.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -7.75% | 6.62%-14.4pp | 2.43%-10.2pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,862 | $1,759+5.8% | $2,485-25.1% | $2,111-11.8% |
| Participant deferral / active EE | $4,516 | $3,255+38.7% | $3,852+17.3% | $3,350+34.8% |
| Admin fee / account holder | $113 | $489-76.9% | $6,675-98.3% | $521-78.3% |