Filed May 21, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,850 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,996 |
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 | $22,429 | $62,928-64.4% | $172,753-87.0% | $67,582-66.8% |
| Participation rate | 80.2% | 64.5%+15.8pp | 82.6%-2.4pp | 71.3%+9.0pp |
| Annual return | 45.41% | 30.36%+15.1pp | 803.00%-757.6pp | 378.57%-333.2pp |
| Employer contribution / active EE | $1,304 | $1,636-20.3% | $5,144-74.6% | $2,148-39.3% |
| Participant deferral / active EE | $2,211 | $2,145+3.1% | $5,198-57.5% | $3,539-37.5% |
| Admin fee / account holder | $37 | $167-78.0% | $13,956-99.7% | $142-74.2% |