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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $15,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,452 | $36,916-1.3% | $156,551-76.7% | $57,658-36.8% |
| Participation rate | 44.8% | 63.4%-18.7pp | 84.0%-39.2pp | 70.2%-25.5pp |
| Annual return | 10.02% | 12.38%-2.4pp | 32.23%-22.2pp | 5.13%+4.9pp |
| Employer contribution / active EE | $556 | $1,571-64.6% | $5,501-89.9% | $1,974-71.8% |
| Participant deferral / active EE | $2,071 | $1,926+7.6% | $4,871-57.5% | $3,061-32.3% |
| Admin fee / account holder | $74 | $82-10.3% | $13,028-99.4% | $95-21.8% |