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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $52,287 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $38,957 |
Filed as: DEAN DORTON Service code 10 · EIN 27-3858252 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $54,703 | $42,367+29.1% | $79,580-31.3% | $64,819-15.6% |
| Participation rate | 38.7% | 64.7%-26.0pp | 69.5%-30.8pp | 71.5%-32.8pp |
| Annual return | -19.84% | -12.23%-7.6pp | 0.15%-20.0pp | 32.84%-52.7pp |
| Employer contribution / active EE | $845 | $1,181-28.5% | $2,413-65.0% | $2,507-66.3% |
| Participant deferral / active EE | $1,412 | $3,170-55.5% | $3,985-64.6% | $4,311-67.3% |
| Admin fee / account holder | $334 | $160+109.1% | $6,835-95.1% | $188+77.6% |