Filed May 21, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,046 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,516 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,321 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,164 | $46,332-54.3% | $143,799-85.3% | $64,819-67.3% |
| Participation rate | 88.8% | 64.2%+24.6pp | 80.3%+8.5pp | 71.5%+17.4pp |
| Annual return | -17.74% | -10.05%-7.7pp | -0.04%-17.7pp | 32.84%-50.6pp |
| Employer contribution / active EE | $1,049 | $1,911-45.1% | $4,952-78.8% | $2,507-58.2% |
| Participant deferral / active EE | $1,918 | $2,647-27.5% | $5,638-66.0% | $4,311-55.5% |
| Admin fee / account holder | $151 | $154-1.8% | $14,677-99.0% | $188-19.6% |