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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-3232902 | Contract Administrator | $18,690 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,812 |
ORENDA RETIREMENT, LLC2 years Service code 13 · EIN 36-4877979 | Contract Administrator | $5,301 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,129 |
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 | $42,352 | $65,376-35.2% | $87,104-51.4% | $65,185-35.0% |
| Participation rate | 83.9% | 75.3%+8.6pp | 76.9%+7.0pp | 70.2%+13.7pp |
| Annual return | 30.88% | 31.27%-0.4pp | 28.19%+2.7pp | 29.38%+1.5pp |
| Employer contribution / active EE | $2,153 | $1,822+18.1% | $2,521-14.6% | $2,177-1.1% |
| Participant deferral / active EE | $4,985 | $3,388+47.1% | $4,048+23.1% | $3,514+41.9% |
| Admin fee / account holder | $145 | $520-72.2% | $7,491-98.1% | $847-82.9% |