Filed November 8, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICE Service code 27 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Plan) | $28,945 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,962 | $45,123+15.2% | $85,240-39.0% | $74,478-30.2% |
| Participation rate | 92.3% | 49.4%+43.0pp | 67.5%+24.8pp | 67.2%+25.1pp |
| Annual return | 14.83% | 26.32%-11.5pp | 66.75%-51.9pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $2,806 | $1,459+92.3% | $2,735+2.6% | $2,626+6.8% |
| Participant deferral / active EE | $5,022 | $2,736+83.5% | $4,527+10.9% | $4,350+15.4% |
| Admin fee / account holder | $208 | $2,215-90.6% | $6,165-96.6% | $1,946-89.3% |