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 | $12,450 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,151 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,277 | $79,151+97.4% | $60,906+156.6% | $64,819+141.1% |
| Participation rate | 95.6% | 77.7%+17.9pp | 73.1%+22.5pp | 71.5%+24.2pp |
| Annual return | -7.94% | -7.12%-0.8pp | 16.94%-24.9pp | 32.84%-40.8pp |
| Employer contribution / active EE | $5,760 | $3,052+88.7% | $2,703+113.1% | $2,507+129.8% |
| Participant deferral / active EE | $6,326 | $3,727+69.7% | $3,814+65.9% | $4,311+46.7% |
| Admin fee / account holder | $29 | $106-72.7% | $3,227-99.1% | $188-84.7% |