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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $110,691 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $98,052 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,451 | $93,351-35.2% | $62,929-3.9% | $79,634-24.1% |
| Participation rate | 97.1% | 74.6%+22.5pp | 73.1%+24.0pp | 62.5%+34.6pp |
| Annual return | 23.32% | 14.37%+9.0pp | 1063.93%-1040.6pp | 36.46%-13.1pp |
| Employer contribution / active EE | $0 | $3,135-100.0% | $2,505-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $12,766 | $3,921+225.6% | $3,888+228.3% | $3,835+232.9% |
| Admin fee / account holder | $171 | $229-25.5% | $5,065-96.6% | $1,002-83.0% |