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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $78,945 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 28 | Investment Management | $28,285 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,033 | $62,928-49.1% | $172,753-81.5% | $67,582-52.6% |
| Participation rate | 45.5% | 64.5%-18.9pp | 82.6%-37.1pp | 71.3%-25.7pp |
| Annual return | 19.03% | 30.36%-11.3pp | 803.00%-784.0pp | 378.57%-359.5pp |
| Employer contribution / active EE | $248 | $1,636-84.8% | $5,144-95.2% | $2,148-88.5% |
| Participant deferral / active EE | $1,117 | $2,145-47.9% | $5,198-78.5% | $3,539-68.4% |
| Admin fee / account holder | $8 | $167-94.9% | $13,956-99.9% | $142-94.1% |