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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,563 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $16,147 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,776 | $55,470-55.3% | $155,556-84.1% | $74,478-66.7% |
| Participation rate | 73.3% | 61.9%+11.4pp | 78.2%-4.9pp | 67.2%+6.1pp |
| Annual return | 12.78% | 269.80%-257.0pp | 64.84%-52.1pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $1,604 | $2,267-29.2% | $4,675-65.7% | $2,626-38.9% |
| Participant deferral / active EE | $990 | $2,838-65.1% | $5,631-82.4% | $4,350-77.2% |
| Admin fee / account holder | $12 | $1,744-99.3% | $15,885-99.9% | $1,946-99.4% |