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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $15,318 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,077 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,177 | $89,123-87.5% | $102,460-89.1% | $77,762-85.6% |
| Participation rate | 69.4% | 80.9%-11.5pp | 76.5%-7.1pp | 70.6%-1.1pp |
| Annual return | 14.99% | 25.05%-10.1pp | 29.47%-14.5pp | 31.27%-16.3pp |
| Employer contribution / active EE | $1,282 | $2,700-52.5% | $3,025-57.6% | $2,728-53.0% |
| Participant deferral / active EE | $2,168 | $5,148-57.9% | $5,056-57.1% | $4,651-53.4% |
| Admin fee / account holder | $133 | $236-43.4% | $9,460-98.6% | $433-69.2% |