Filed May 25, 2026
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $25,000 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $15,149 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $7,475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,838 | $56,540-43.7% | $185,851-82.9% | $86,821-63.3% |
| Participation rate | 85.7% | 65.5%+20.2pp | 81.7%+4.0pp | 72.3%+13.4pp |
| Annual return | 13.97% | 118.20%-104.2pp | 122.11%-108.1pp | 97.94%-84.0pp |
| Employer contribution / active EE | $1,493 | $1,844-19.1% | $5,168-71.1% | $2,406-38.0% |
| Participant deferral / active EE | $3,447 | $2,555+34.9% | $5,569-38.1% | $4,132-16.6% |
| Admin fee / account holder | $122 | $150-18.7% | $16,245-99.3% | $170-28.3% |