Filed June 19, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | Investment Management | $8,300 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $85 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,727 | $95,542+55.7% | $69,464+114.1% | $67,579+120.1% |
| Participation rate | 97.9% | 79.4%+18.5pp | 74.6%+23.3pp | 71.3%+26.6pp |
| Annual return | 5.20% | 17.67%-12.5pp | 28.98%-23.8pp | 378.56%-373.4pp |
| Employer contribution / active EE | $6,094 | $2,989+103.9% | $2,779+119.3% | $2,148+183.7% |
| Participant deferral / active EE | $5,954 | $3,263+82.5% | $3,536+68.4% | $3,539+68.2% |
| Admin fee / account holder | $22 | $90-75.9% | $3,840-99.4% | $142-84.8% |