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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $26,531 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,640 | $36,002+35.1% | $161,489-69.9% | $64,728-24.9% |
| Participation rate | 56.2% | 57.4%-1.3pp | 78.7%-22.5pp | 57.9%-1.7pp |
| Annual return | 19.49% | 33.93%-14.4pp | 89.72%-70.2pp | 49.38%-29.9pp |
| Employer contribution / active EE | $845 | $1,380-38.7% | $4,268-80.2% | $2,243-62.3% |
| Participant deferral / active EE | $2,472 | $1,815+36.2% | $5,630-56.1% | $2,729-9.4% |
| Admin fee / account holder | $276 | $931-70.4% | $16,006-98.3% | $1,145-75.9% |