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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,125 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,229 | $50,666-64.0% | $76,823-76.3% | $65,185-72.0% |
| Participation rate | 63.8% | 68.8%-5.0pp | 72.1%-8.2pp | 70.2%-6.4pp |
| Annual return | 18.84% | 28.51%-9.7pp | 1166.42%-1147.6pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,213 | $1,575-23.0% | $2,302-47.3% | $2,177-44.3% |
| Participant deferral / active EE | $2,062 | $2,647-22.1% | $3,336-38.2% | $3,514-41.3% |
| Admin fee / account holder | $167 | $463-63.9% | $6,422-97.4% | $847-80.3% |