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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $48,816 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,000 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 | Pension Consulting | $1,300 |
Filed as: GUIDESTONE FINANCIAL Service code 65 · EIN 75-0939949 | Account Maintenance | $130 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,682 | $83,884-1.4% | $64,099+29.0% | $74,440+11.1% |
| Participation rate | 95.6% | 76.6%+19.0pp | 72.3%+23.3pp | 70.7%+24.8pp |
| Annual return | 16.17% | 16.57%-0.4pp | 33.70%-17.5pp | 34.37%-18.2pp |
| Employer contribution / active EE | $3,251 | $3,084+5.4% | $2,748+18.3% | $2,638+23.3% |
| Participant deferral / active EE | $3,398 | $3,692-8.0% | $3,881-12.5% | $4,529-25.0% |
| Admin fee / account holder | $55 | $196-72.1% | $3,070-98.2% | $348-84.3% |