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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,983 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,003 |
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 | $25,222 | $78,428-67.8% | $95,960-73.7% | $79,852-68.4% |
| Participation rate | 53.4% | 73.5%-20.1pp | 77.1%-23.7pp | 69.6%-16.2pp |
| Annual return | 12.96% | 19.37%-6.4pp | 91.63%-78.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $866 | $1,945-55.5% | $2,541-65.9% | $2,471-65.0% |
| Participant deferral / active EE | $4,296 | $3,440+24.9% | $4,167+3.1% | $3,740+14.9% |
| Admin fee / account holder | $268 | $5,622-95.2% | $6,797-96.1% | $5,306-94.9% |