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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,205 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,283 | $65,376-69.0% | $87,104-76.7% | $65,185-68.9% |
| Participation rate | 55.1% | 75.3%-20.2pp | 76.9%-21.7pp | 70.2%-15.1pp |
| Annual return | 67.95% | 31.27%+36.7pp | 28.19%+39.8pp | 29.38%+38.6pp |
| Employer contribution / active EE | $998 | $1,822-45.2% | $2,521-60.4% | $2,177-54.2% |
| Participant deferral / active EE | $4,398 | $3,388+29.8% | $4,048+8.6% | $3,514+25.2% |
| Admin fee / account holder | $176 | $520-66.1% | $7,491-97.6% | $847-79.2% |