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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,852 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,143 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,677 | $93,182-81.0% | $146,647-87.9% | $79,389-77.7% |
| Participation rate | 86.1% | 76.4%+9.7pp | 80.1%+6.1pp | 70.7%+15.4pp |
| Annual return | 12.63% | 21.61%-9.0pp | 22.75%-10.1pp | 116.89%-104.3pp |
| Employer contribution / active EE | $405 | $2,420-83.2% | $4,137-90.2% | $2,428-83.3% |
| Participant deferral / active EE | $2,791 | $4,169-33.1% | $5,506-49.3% | $4,046-31.0% |
| Admin fee / account holder | $107 | $585-81.7% | $10,281-99.0% | $626-82.9% |