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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,412 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,084 | $76,107-57.8% | $96,576-66.8% | $71,495-55.1% |
| Participation rate | 50.4% | 74.4%-24.0pp | 76.0%-25.5pp | 67.9%-17.5pp |
| Annual return | 21.85% | 22.81%-1.0pp | 25.87%-4.0pp | 28.85%-7.0pp |
| Employer contribution / active EE | $978 | $2,247-56.5% | $2,965-67.0% | $2,589-62.2% |
| Participant deferral / active EE | $5,386 | $4,218+27.7% | $4,851+11.0% | $4,291+25.5% |
| Admin fee / account holder | $343 | $2,708-87.3% | $8,253-95.8% | $1,588-78.4% |