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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,030 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,867 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,932 | $81,494-81.7% | $133,978-88.9% | $73,497-79.7% |
| Participation rate | 89.0% | 76.4%+12.6pp | 79.8%+9.1pp | 70.7%+18.3pp |
| Annual return | 15.77% | 19.40%-3.6pp | 45.10%-29.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $367 | $2,210-83.4% | $3,919-90.6% | $2,270-83.8% |
| Participant deferral / active EE | $2,523 | $3,787-33.4% | $5,047-50.0% | $3,740-32.5% |
| Admin fee / account holder | $67 | $713-90.6% | $8,930-99.3% | $513-87.0% |