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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $146,151 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $65,087 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $25,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,494 | $93,131+11.1% | $106,554-2.9% | $86,821+19.2% |
| Participation rate | 99.7% | 81.4%+18.2pp | 76.1%+23.5pp | 72.3%+27.4pp |
| Annual return | 12.72% | 19.45%-6.7pp | 26.80%-14.1pp | 97.94%-85.2pp |
| Employer contribution / active EE | $3,545 | $2,895+22.4% | $2,819+25.7% | $2,406+47.3% |
| Participant deferral / active EE | $6,873 | $4,708+46.0% | $4,398+56.2% | $4,132+66.3% |
| Admin fee / account holder | $364 | $145+150.8% | $7,408-95.1% | $170+114.6% |