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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $67,099 |
GUIDED CHOICE1 year Service code 26 · EIN 77-0514963 | Advisory (Participants) | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,015 | $75,388-70.8% | $123,553-82.2% | $55,725-60.5% |
| Participation rate | 53.2% | 75.7%-22.5pp | 82.3%-29.1pp | 70.9%-17.7pp |
| Annual return | -10.33% | 4.48%-14.8pp | 119.21%-129.5pp | 244.93%-255.3pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,034 | $5,651-10.9% | $6,426-21.7% | $3,356+50.0% |
| Admin fee / account holder | $152 | $120+26.8% | $9,284-98.4% | $115+31.8% |