Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,985 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,650 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,133 | $65,453-67.7% | $86,698-75.6% | $66,938-68.4% |
| Participation rate | 54.2% | 75.5%-21.2pp | 76.6%-22.4pp | 69.8%-15.6pp |
| Annual return | -12.10% | -10.89%-1.2pp | 35.95%-48.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $792 | $2,154-63.2% | $2,837-72.1% | $2,545-68.9% |
| Participant deferral / active EE | $5,057 | $4,102+23.3% | $4,656+8.6% | $4,238+19.3% |
| Admin fee / account holder | $232 | $642-63.8% | $7,493-96.9% | $594-60.8% |