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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,350 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $15,893 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,690 | $60,261-72.3% | $81,783-79.6% | $74,546-77.6% |
| Participation rate | 96.3% | 62.9%+33.5pp | 72.4%+24.0pp | 67.2%+29.1pp |
| Annual return | 12.83% | 16.88%-4.1pp | 775.05%-762.2pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,015 | $2,622-23.1% | $2,913-30.8% | $2,624-23.2% |
| Participant deferral / active EE | $1,964 | $3,388-42.0% | $4,320-54.5% | $4,347-54.8% |
| Admin fee / account holder | $60 | $1,482-95.9% | $7,380-99.2% | $1,944-96.9% |