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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,146 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,516 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,289 | $80,748+3.1% | $102,383-18.6% | $74,429+11.9% |
| Participation rate | 68.5% | 65.7%+2.8pp | 74.5%-6.0pp | 67.2%+1.2pp |
| Annual return | 12.03% | 27.57%-15.5pp | 24.94%-12.9pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $477 | $3,159-84.9% | $3,870-87.7% | $2,625-81.8% |
| Participant deferral / active EE | $3,876 | $3,861+0.4% | $5,060-23.4% | $4,348-10.9% |
| Admin fee / account holder | $486 | $2,371-79.5% | $8,391-94.2% | $1,944-75.0% |