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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $152,893 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,000 |
Filed as: KESTRA ADVISOR SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $26,248 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,679 | $105,581-68.1% | $70,494-52.2% | $90,274-62.7% |
| Participation rate | 99.1% | 77.5%+21.5pp | 75.1%+24.0pp | 73.4%+25.7pp |
| Annual return | 4.17% | 14.78%-10.6pp | 109.16%-105.0pp | 53.97%-49.8pp |
| Employer contribution / active EE | $3,491 | $3,304+5.7% | $2,738+27.5% | $2,523+38.3% |
| Participant deferral / active EE | $3,539 | $3,813-7.2% | $3,711-4.6% | $4,231-16.3% |
| Admin fee / account holder | $155 | $68+129.1% | $3,848-96.0% | $114+35.6% |