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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,143 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,721 |
ORENDA RETIREMENT, LLC3 years Service code 13 · EIN 36-4877979 | Contract Administrator | $10,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,156 | $69,745-18.0% | $67,511-15.3% | $74,546-23.3% |
| Participation rate | 61.3% | 71.3%-10.0pp | 72.9%-11.6pp | 67.2%-5.9pp |
| Annual return | 14.28% | -40.37%+54.7pp | 3517.41%-3503.1pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $1,017 | $2,705-62.4% | $2,733-62.8% | $2,624-61.2% |
| Participant deferral / active EE | $2,959 | $3,636-18.6% | $4,000-26.0% | $4,347-31.9% |
| Admin fee / account holder | $294 | $894-67.1% | $3,999-92.6% | $1,944-84.9% |