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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $23,432 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $700 |
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 | $44,505 | $55,470-19.8% | $155,556-71.4% | $74,478-40.2% |
| Participation rate | 61.2% | 61.9%-0.7pp | 78.2%-17.0pp | 67.2%-6.0pp |
| Annual return | 16.97% | 269.80%-252.8pp | 64.84%-47.9pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $1,030 | $2,267-54.6% | $4,675-78.0% | $2,626-60.8% |
| Participant deferral / active EE | $3,054 | $2,838+7.6% | $5,631-45.8% | $4,350-29.8% |
| Admin fee / account holder | $280 | $1,744-83.9% | $15,885-98.2% | $1,946-85.6% |