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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,874 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,457 |
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 | $28,534 | $63,365-55.0% | $91,994-69.0% | $72,975-60.9% |
| Participation rate | 74.5% | 72.5%+2.0pp | 78.6%-4.1pp | 69.5%+5.0pp |
| Annual return | 24.11% | 35.35%-11.2pp | 69.04%-44.9pp | 81.01%-56.9pp |
| Employer contribution / active EE | $2,591 | $2,116+22.5% | $3,453-25.0% | $2,440+6.2% |
| Participant deferral / active EE | $5,315 | $4,883+8.8% | $5,924-10.3% | $3,608+47.3% |
| Admin fee / account holder | $95 | $4,670-98.0% | $7,744-98.8% | $5,124-98.2% |