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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,562 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,122 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,212 | $38,165-20.8% | $189,758-84.1% | $69,255-56.4% |
| Participation rate | 34.1% | 66.7%-32.6pp | 79.8%-45.7pp | 69.0%-35.0pp |
| Annual return | 12.70% | 14.65%-1.9pp | 52.62%-39.9pp | 26.73%-14.0pp |
| Employer contribution / active EE | $252 | $1,589-84.2% | $4,767-94.7% | $2,645-90.5% |
| Participant deferral / active EE | $1,453 | $2,073-29.9% | $5,856-75.2% | $2,890-49.7% |
| Admin fee / account holder | $174 | $714-75.6% | $20,388-99.1% | $733-76.2% |