Filed January 27, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $417,748 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $73,512 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $16,835 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,589 | $40,984-40.0% | $90,970-73.0% | $93,223-73.6% |
| Participation rate | 90.4% | 59.7%+30.6pp | 69.0%+21.4pp | 74.9%+15.5pp |
| Annual return | 16.79% | 17.56%-0.8pp | 134.58%-117.8pp | 19.29%-2.5pp |
| Employer contribution / active EE | $181 | $840-78.5% | $2,122-91.5% | $2,680-93.3% |
| Participant deferral / active EE | $1,454 | $1,856-21.6% | $3,373-56.9% | $4,563-68.1% |
| Admin fee / account holder | $72 | $75-3.9% | $5,960-98.8% | $79-8.8% |