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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,299 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,386 |
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).
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 | $53,327 | $69,383-23.1% | $101,271-47.3% | $73,493-27.4% |
| Participation rate | 72.5% | 68.4%+4.2pp | 75.8%-3.3pp | 70.7%+1.8pp |
| Annual return | 16.21% | 18.46%-2.2pp | 46.48%-30.3pp | 28.51%-12.3pp |
| Employer contribution / active EE | $459 | $2,628-82.5% | $3,660-87.5% | $2,270-79.8% |
| Participant deferral / active EE | $2,885 | $3,301-12.6% | $4,371-34.0% | $3,740-22.9% |
| Admin fee / account holder | $318 | $704-54.9% | $5,948-94.7% | $513-38.1% |