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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $12,683 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,897 | $50,812+4.1% | $155,602-66.0% | $77,692-31.9% |
| Participation rate | 61.7% | 63.1%-1.4pp | 78.2%-16.5pp | 70.6%-8.9pp |
| Annual return | 17.28% | 34.85%-17.6pp | 64.81%-47.5pp | 31.25%-14.0pp |
| Employer contribution / active EE | $1,239 | $1,989-37.7% | $4,675-73.5% | $2,726-54.5% |
| Participant deferral / active EE | $2,421 | $2,822-14.2% | $5,629-57.0% | $4,648-47.9% |
| Admin fee / account holder | $190 | $436-56.4% | $15,923-98.8% | $431-55.8% |