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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,391 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,033 | $80,753-3.4% | $136,298-42.7% | $62,293+25.3% |
| Participation rate | 76.9% | 73.5%+3.3pp | 81.9%-5.1pp | 69.5%+7.3pp |
| Annual return | 14.77% | 35.83%-21.1pp | 5156.27%-5141.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,848 | $2,884-1.2% | $4,696-39.3% | $2,042+39.5% |
| Participant deferral / active EE | $3,630 | $5,164-29.7% | $6,247-41.9% | $3,169+14.6% |
| Admin fee / account holder | $333 | $525-36.5% | $9,244-96.4% | $479-30.4% |