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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $44,180 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 28 | Investment Management | $29,735 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,290 | $52,293-53.6% | $178,503-86.4% | $73,412-66.9% |
| Participation rate | 55.7% | 65.3%-9.6pp | 81.9%-26.2pp | 72.2%-16.5pp |
| Annual return | 11.23% | 34.75%-23.5pp | 151.12%-139.9pp | 59.30%-48.1pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,028 | $2,333-56.0% | $5,202-80.2% | $3,806-73.0% |
| Admin fee / account holder | $6 | $127-95.4% | $13,987-100.0% | $158-96.3% |