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 | $38,599 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,868 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $3,897 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,238 | $93,010-65.3% | $96,538-66.6% | $74,473-56.7% |
| Participation rate | 66.9% | 71.6%-4.6pp | 74.3%-7.4pp | 70.7%-3.8pp |
| Annual return | 11.50% | 37.50%-26.0pp | 35.74%-24.2pp | 34.36%-22.9pp |
| Employer contribution / active EE | $1,686 | $3,427-50.8% | $3,740-54.9% | $2,638-36.1% |
| Participant deferral / active EE | $1,924 | $3,971-51.6% | $4,880-60.6% | $4,530-57.5% |
| Admin fee / account holder | $149 | $633-76.5% | $6,737-97.8% | $347-57.1% |