Filed June 23, 2015
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $126,396 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $42,287 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,676 | $86,897+33.1% | $151,645-23.7% | $64,824+78.4% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.5%+9.6pp | 71.5%+25.6pp |
| Annual return | -8.52% | -3.57%-5.0pp | 3.34%-11.9pp | 32.84%-41.4pp |
| Employer contribution / active EE | $4,349 | $4,010+8.4% | $6,165-29.5% | $2,507+73.5% |
| Participant deferral / active EE | $5,596 | $6,690-16.3% | $8,363-33.1% | $4,311+29.8% |
| Admin fee / account holder | $358 | $153+134.0% | $11,614-96.9% | $188+90.5% |