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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,849 |
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,833 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $13,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,187 | $36,767+47.4% | $81,473-33.5% | $62,293-13.0% |
| Participation rate | 54.4% | 54.4%0pp | 68.0%-13.5pp | 69.5%-15.1pp |
| Annual return | 18.78% | 173.80%-155.0pp | 38.78%-20.0pp | 28.90%-10.1pp |
| Employer contribution / active EE | $826 | $1,128-26.8% | $2,568-67.8% | $2,042-59.6% |
| Participant deferral / active EE | $4,165 | $2,111+97.3% | $3,537+17.8% | $3,169+31.4% |
| Admin fee / account holder | $250 | $797-68.6% | $4,561-94.5% | $479-47.8% |