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) | $16,820 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,749 |
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 | $25,314 | $52,293-51.6% | $178,503-85.8% | $73,412-65.5% |
| Participation rate | 89.6% | 65.3%+24.3pp | 81.9%+7.7pp | 72.2%+17.4pp |
| Annual return | 18.89% | 34.75%-15.9pp | 151.12%-132.2pp | 59.30%-40.4pp |
| Employer contribution / active EE | $1,397 | $1,736-19.6% | $5,011-72.1% | $2,234-37.5% |
| Participant deferral / active EE | $2,324 | $2,333-0.4% | $5,202-55.3% | $3,806-38.9% |
| Admin fee / account holder | $39 | $127-69.6% | $13,987-99.7% | $158-75.5% |