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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $104,389 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $48,229 |
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 | $77,346 | $69,159+11.8% | $125,195-38.2% | $67,582+14.4% |
| Participation rate | 99.3% | 78.2%+21.1pp | 79.8%+19.6pp | 71.3%+28.1pp |
| Annual return | 20.77% | 27.12%-6.3pp | 43.79%-23.0pp | 378.57%-357.8pp |
| Employer contribution / active EE | $4,810 | $2,023+137.7% | $3,866+24.4% | $2,148+123.9% |
| Participant deferral / active EE | $4,212 | $3,700+13.9% | $4,937-14.7% | $3,539+19.0% |
| Admin fee / account holder | $271 | $142+90.9% | $9,704-97.2% | $142+90.2% |