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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 | $86,795-30.4% | $67,681-10.7% | $64,728-6.6% |
| Participation rate | 97.1% | 71.7%+25.4pp | 73.7%+23.4pp | 57.9%+39.2pp |
| Annual return | 23.32% | 12.58%+10.7pp | 590.58%-567.3pp | 49.38%-26.1pp |
| Employer contribution / active EE | $0 | $2,837-100.0% | $2,678-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $12,766 | $3,430+272.2% | $3,976+221.1% | $2,729+367.7% |
| Admin fee / account holder | $171 | $238-28.4% | $6,100-97.2% | $1,145-85.1% |