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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $17,095 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,619 | $89,652-54.7% | $141,197-71.2% | $65,186-37.7% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.5%+12.0pp | 70.2%+24.2pp |
| Annual return | 25.27% | 32.79%-7.5pp | 71.41%-46.1pp | 29.39%-4.1pp |
| Employer contribution / active EE | $2,733 | $3,065-10.8% | $4,736-42.3% | $2,177+25.5% |
| Participant deferral / active EE | $7,935 | $5,691+39.4% | $6,710+18.3% | $3,514+125.8% |
| Admin fee / account holder | $3 | $569-99.5% | $10,265-100.0% | $847-99.6% |