Filed May 22, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,635 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,248 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,902 | $83,023-59.2% | $102,437-66.9% | $77,762-56.4% |
| Participation rate | 68.4% | 71.5%-3.1pp | 74.5%-6.1pp | 70.6%-2.2pp |
| Annual return | 11.64% | 19.12%-7.5pp | 24.95%-13.3pp | 31.27%-19.6pp |
| Employer contribution / active EE | $4,107 | $3,552+15.6% | $3,871+6.1% | $2,728+50.5% |
| Participant deferral / active EE | $1,911 | $4,110-53.5% | $5,060-62.2% | $4,651-58.9% |
| Admin fee / account holder | $148 | $639-76.9% | $8,388-98.2% | $433-65.9% |