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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,212 | $46,464-35.0% | $150,298-79.9% | $79,634-62.1% |
| Participation rate | 34.1% | 57.0%-22.9pp | 77.8%-43.7pp | 62.5%-28.4pp |
| Annual return | 12.70% | 27.89%-15.2pp | 62.79%-50.1pp | 36.46%-23.8pp |
| Employer contribution / active EE | $252 | $1,512-83.3% | $4,154-93.9% | $2,529-90.0% |
| Participant deferral / active EE | $1,453 | $2,157-32.6% | $5,453-73.3% | $3,835-62.1% |
| Admin fee / account holder | $174 | $891-80.5% | $14,116-98.8% | $1,002-82.6% |