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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVIDORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,232 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,675 | $99,957-35.3% | $149,730-56.8% | $73,493-12.0% |
| Participation rate | 93.1% | 75.7%+17.4pp | 82.5%+10.6pp | 70.7%+22.4pp |
| Annual return | 19.48% | 53.87%-34.4pp | 276.70%-257.2pp | 28.51%-9.0pp |
| Employer contribution / active EE | $4,526 | $3,191+41.8% | $4,645-2.6% | $2,270+99.4% |
| Participant deferral / active EE | $9,204 | $6,073+51.6% | $6,843+34.5% | $3,740+146.1% |
| Admin fee / account holder | $151 | $551-72.6% | $9,310-98.4% | $513-70.6% |