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 | $16,600 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,981 |
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 | $173,036 | $94,833+82.5% | $75,717+128.5% | $86,813+99.3% |
| Participation rate | 97.5% | 79.1%+18.4pp | 74.8%+22.7pp | 72.3%+25.2pp |
| Annual return | 22.85% | 16.91%+5.9pp | 104.58%-81.7pp | 97.93%-75.1pp |
| Employer contribution / active EE | $5,690 | $2,904+95.9% | $2,743+107.4% | $2,406+136.5% |
| Participant deferral / active EE | $6,219 | $3,632+71.2% | $3,821+62.8% | $4,131+50.5% |
| Admin fee / account holder | $32 | $109-70.4% | $3,619-99.1% | $170-81.0% |