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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $111,448 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $90,919 |
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 | $45,029 | $91,692-50.9% | $67,561-33.4% | $77,714-42.1% |
| Participation rate | 96.7% | 76.0%+20.7pp | 72.9%+23.8pp | 70.6%+26.2pp |
| Annual return | 17.75% | 14.88%+2.9pp | 3525.44%-3507.7pp | 31.26%-13.5pp |
| Employer contribution / active EE | $0 | $3,188-100.0% | $2,735-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $13,599 | $3,912+247.6% | $4,003+239.7% | $4,649+192.5% |
| Admin fee / account holder | $157 | $245-35.7% | $4,006-96.1% | $433-63.7% |