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| Provider | Service type | Compensation |
|---|---|---|
PA RETIREMENT SOLUTIONS, INC.1+ years Filed as: TA RETIREMENT SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $84,924 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,676 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 23 · EIN 35-2552359 | Insurance services; Insurance brokera... | $18,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,296 | $62,541-53.2% | $129,406-77.4% | $200,096-85.4% |
| Participation rate | 22.2% | 56.8%-34.6pp | 69.6%-47.4pp | 72.0%-49.8pp |
| Annual return | 15.16% | 16.95%-1.8pp | 9468.18%-9453.0pp | 34.26%-19.1pp |
| Employer contribution / active EE | $1,563 | $2,392-34.7% | $4,155-62.4% | $3,038-48.5% |
| Participant deferral / active EE | $274 | $3,123-91.2% | $4,167-93.4% | $5,090-94.6% |
| Admin fee / account holder | $105 | $167-37.4% | $7,689-98.6% | $269-61.2% |