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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $135,097 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $62,196 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,658 | $52,722+81.4% | $90,430+5.8% | $73,412+30.3% |
| Participation rate | 42.3% | 67.7%-25.4pp | 72.7%-30.4pp | 72.2%-29.8pp |
| Annual return | 10.81% | 20.70%-9.9pp | 1293.73%-1282.9pp | 59.30%-48.5pp |
| Employer contribution / active EE | $752 | $1,872-59.8% | $3,262-77.0% | $2,234-66.3% |
| Participant deferral / active EE | $1,946 | $2,810-30.7% | $3,963-50.9% | $3,806-48.9% |
| Admin fee / account holder | $265 | $117+126.4% | $5,613-95.3% | $158+67.5% |