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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $236,544 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,451 |
KESTRA INVESTMENT SERVICES LLC9+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,505 | $107,415-49.3% | $135,974-59.9% | $80,157-32.0% |
| Participation rate | 87.1% | 78.0%+9.1pp | 81.9%+5.2pp | 72.9%+14.2pp |
| Annual return | 20.09% | 91.99%-71.9pp | 68.30%-48.2pp | 40.39%-20.3pp |
| Employer contribution / active EE | $4,850 | $3,878+25.1% | $4,859-0.2% | $2,977+62.9% |
| Participant deferral / active EE | $10,050 | $8,189+22.7% | $7,760+29.5% | $5,015+100.4% |
| Admin fee / account holder | $90 | $127-28.8% | $10,767-99.2% | $145-37.6% |