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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,722 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,770 | $98,766-81.0% | $149,730-87.5% | $79,852-76.5% |
| Participation rate | 69.6% | 75.8%-6.2pp | 82.5%-12.9pp | 69.6%0pp |
| Annual return | 9.91% | 27.43%-17.5pp | 276.70%-266.8pp | 31.72%-21.8pp |
| Employer contribution / active EE | $1,562 | $3,217-51.4% | $4,645-66.4% | $2,471-36.8% |
| Participant deferral / active EE | $3,063 | $5,681-46.1% | $6,843-55.2% | $3,740-18.1% |
| Admin fee / account holder | $107 | $6,052-98.2% | $9,310-98.8% | $5,306-98.0% |