Filed May 21, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,304 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,767 |
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 | $28,577 | $56,540-49.5% | $185,849-84.6% | $86,821-67.1% |
| Participation rate | 90.1% | 65.5%+24.6pp | 81.7%+8.4pp | 72.3%+17.8pp |
| Annual return | 16.39% | 118.20%-101.8pp | 122.10%-105.7pp | 97.94%-81.6pp |
| Employer contribution / active EE | $1,265 | $1,844-31.4% | $5,169-75.5% | $2,406-47.4% |
| Participant deferral / active EE | $2,164 | $2,555-15.3% | $5,569-61.1% | $4,132-47.6% |
| Admin fee / account holder | $162 | $150+8.2% | $16,244-99.0% | $170-4.5% |