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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,324 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,122 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $6,801 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,133 | $49,138-26.5% | $84,021-57.0% | $65,185-44.6% |
| Participation rate | 63.5% | 60.7%+2.8pp | 69.0%-5.5pp | 70.2%-6.7pp |
| Annual return | 23.34% | 23.00%+0.3pp | 71.32%-48.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $294 | $914-67.8% | $1,984-85.2% | $2,177-86.5% |
| Participant deferral / active EE | $2,254 | $2,397-6.0% | $3,239-30.4% | $3,514-35.9% |
| Admin fee / account holder | $323 | $543-40.5% | $6,102-94.7% | $847-61.9% |