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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,071 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $13,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,033 | $61,391-64.1% | $149,723-85.3% | $71,529-69.2% |
| Participation rate | 67.1% | 62.5%+4.5pp | 78.8%-11.7pp | 67.9%-0.9pp |
| Annual return | 15.18% | 35.88%-20.7pp | 134.50%-119.3pp | 28.97%-13.8pp |
| Employer contribution / active EE | $577 | $2,384-75.8% | $4,821-88.0% | $2,590-77.7% |
| Participant deferral / active EE | $677 | $2,921-76.8% | $5,682-88.1% | $4,291-84.2% |
| Admin fee / account holder | $8 | $1,264-99.4% | $13,215-99.9% | $1,588-99.5% |