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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,007 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,529 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,580 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,181 | $99,078-75.6% | $96,544-75.0% | $74,419-67.5% |
| Participation rate | 93.5% | 80.7%+12.8pp | 76.0%+17.5pp | 70.7%+22.8pp |
| Annual return | 13.55% | 22.48%-8.9pp | 25.84%-12.3pp | 34.38%-20.8pp |
| Employer contribution / active EE | $1,539 | $2,570-40.1% | $2,965-48.1% | $2,637-41.7% |
| Participant deferral / active EE | $2,642 | $4,933-46.5% | $4,851-45.5% | $4,528-41.7% |
| Admin fee / account holder | $154 | $225-31.6% | $8,252-98.1% | $348-55.8% |