Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,704 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,435 | $82,674-69.2% | $125,381-79.7% | $68,486-62.9% |
| Participation rate | 39.4% | 75.1%-35.7pp | 82.4%-43.0pp | 67.9%-28.5pp |
| Annual return | -11.67% | -5.97%-5.7pp | 572.31%-584.0pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,370 | $6,111-44.9% | $7,448-54.8% | $4,028-16.3% |
| Admin fee / account holder | $180 | $6,277-97.1% | $10,007-98.2% | $5,404-96.7% |