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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,172 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $6,699 |
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 | $27,688 | $55,453-50.1% | $170,435-83.8% | $62,293-55.6% |
| Participation rate | 76.2% | 66.4%+9.8pp | 83.6%-7.4pp | 69.5%+6.6pp |
| Annual return | 16.05% | 21.38%-5.3pp | 205.94%-189.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,277 | $2,164+5.2% | $5,432-58.1% | $2,042+11.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $38 | $455-91.6% | $13,881-99.7% | $479-92.1% |