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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $6,846 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,714 | $58,655-56.2% | $91,994-72.0% | $65,185-60.6% |
| Participation rate | 43.1% | 75.3%-32.2pp | 78.6%-35.6pp | 70.2%-27.1pp |
| Annual return | 30.11% | 33.92%-3.8pp | 69.03%-38.9pp | 29.38%+0.7pp |
| Employer contribution / active EE | $1,767 | $2,080-15.1% | $3,452-48.8% | $2,177-18.8% |
| Participant deferral / active EE | $4,214 | $5,474-23.0% | $5,923-28.9% | $3,514+19.9% |
| Admin fee / account holder | $30 | $434-93.0% | $7,743-99.6% | $847-96.4% |