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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $33,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,261 |
FLAGEL HUBER FLAGEL1 year Service code 10 · EIN 31-0796034 | Accounting | $12,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,910 | $91,439-30.1% | $135,974-53.0% | $71,511-10.6% |
| Participation rate | 79.7% | 75.7%+4.0pp | 81.9%-2.3pp | 67.9%+11.7pp |
| Annual return | 16.56% | 29.90%-13.3pp | 68.30%-51.7pp | 28.86%-12.3pp |
| Employer contribution / active EE | $3,452 | $3,705-6.8% | $4,859-29.0% | $2,589+33.3% |
| Participant deferral / active EE | $7,904 | $7,093+11.4% | $7,760+1.9% | $4,291+84.2% |
| Admin fee / account holder | $209 | $1,267-83.5% | $10,767-98.1% | $1,588-86.8% |