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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $17,210 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,794 | $99,957-56.2% | $149,745-70.8% | $73,497-40.4% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 22.69% | 53.87%-31.2pp | 276.72%-254.0pp | 28.51%-5.8pp |
| Employer contribution / active EE | $2,584 | $3,191-19.0% | $4,646-44.4% | $2,270+13.8% |
| Participant deferral / active EE | $6,968 | $6,073+14.7% | $6,843+1.8% | $3,740+86.3% |
| Admin fee / account holder | $3 | $551-99.5% | $9,312-100.0% | $513-99.4% |