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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,928 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $31,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,396 | $58,888-14.4% | $178,498-71.8% | $73,493-31.4% |
| Participation rate | 65.4% | 66.2%-0.8pp | 81.9%-16.5pp | 70.7%-5.3pp |
| Annual return | 18.10% | 24.86%-6.8pp | 151.09%-133.0pp | 28.51%-10.4pp |
| Employer contribution / active EE | $917 | $2,236-59.0% | $5,011-81.7% | $2,270-59.6% |
| Participant deferral / active EE | $4,557 | $2,568+77.5% | $5,202-12.4% | $3,740+21.8% |
| Admin fee / account holder | $363 | $400-9.3% | $13,985-97.4% | $513-29.2% |