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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 | $36,904+31.8% | $158,223-69.3% | $65,191-25.4% |
| Participation rate | 56.2% | 62.1%-5.9pp | 79.2%-23.0pp | 63.0%-6.8pp |
| Annual return | 19.49% | 24.43%-4.9pp | 52.09%-32.6pp | 51.24%-31.7pp |
| Employer contribution / active EE | $845 | $1,489-43.2% | $4,109-79.4% | $2,400-64.8% |
| Participant deferral / active EE | $2,472 | $1,936+27.7% | $5,467-54.8% | $2,671-7.4% |
| Admin fee / account holder | $276 | $793-65.2% | $16,047-98.3% | $907-69.6% |