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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-3232902 | Contract Administrator | $24,100 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,269 |
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $4,848 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,790 | $73,638-27.0% | $95,960-43.9% | $73,493-26.8% |
| Participation rate | 78.2% | 76.2%+2.1pp | 77.1%+1.2pp | 70.7%+7.6pp |
| Annual return | 26.57% | 16.78%+9.8pp | 91.63%-65.1pp | 28.51%-1.9pp |
| Employer contribution / active EE | $2,073 | $1,863+11.3% | $2,541-18.4% | $2,270-8.7% |
| Participant deferral / active EE | $4,439 | $3,617+22.7% | $4,167+6.5% | $3,740+18.7% |
| Admin fee / account holder | $136 | $482-71.7% | $6,797-98.0% | $513-73.4% |