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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,621,313 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $44,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,864 | $68,062-78.2% | $185,854-92.0% | $106,520-86.0% |
| Participation rate | 86.9% | 75.2%+11.7pp | 81.7%+5.2pp | 71.3%+15.6pp |
| Annual return | 10.26% | 18.20%-7.9pp | 122.12%-111.9pp | 19.28%-9.0pp |
| Employer contribution / active EE | $496 | $1,997-75.2% | $5,169-90.4% | $2,840-82.5% |
| Participant deferral / active EE | $1,537 | $3,990-61.5% | $5,569-72.4% | $4,948-68.9% |
| Admin fee / account holder | $78 | $53+48.0% | $16,246-99.5% | $75+4.7% |