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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 | $46,464+4.7% | $150,298-67.6% | $79,634-38.9% |
| Participation rate | 56.2% | 57.0%-0.8pp | 77.8%-21.6pp | 62.5%-6.3pp |
| Annual return | 19.49% | 27.89%-8.4pp | 62.79%-43.3pp | 36.46%-17.0pp |
| Employer contribution / active EE | $845 | $1,512-44.1% | $4,154-79.6% | $2,529-66.6% |
| Participant deferral / active EE | $2,472 | $2,157+14.6% | $5,453-54.7% | $3,835-35.5% |
| Admin fee / account holder | $276 | $891-69.0% | $14,116-98.0% | $1,002-72.5% |