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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $9,987 |
Filed as: CHRISTENSEN GROUP FINANCIAL Service code 26 · EIN 87-4130828 | Advisory (Participants) | $8,314 |
PENSION PLAN SPECIALISTS, PC4 years Service code 10 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Accounting | $7,580 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,084 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,201 | $102,661-63.8% | $151,645-75.5% | $66,949-44.4% |
| Participation rate | 68.5% | 85.5%-17.0pp | 87.5%-19.0pp | 69.8%-1.3pp |
| Annual return | -15.83% | -10.81%-5.0pp | 3.34%-19.2pp | 1.57%-17.4pp |
| Employer contribution / active EE | $968 | $4,184-76.9% | $6,165-84.3% | $2,545-62.0% |
| Participant deferral / active EE | $3,556 | $6,645-46.5% | $8,363-57.5% | $4,239-16.1% |
| Admin fee / account holder | $393 | $630-37.7% | $11,614-96.6% | $594-33.8% |