Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,628 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $7,102 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,759 | $66,124-58.0% | $90,430-69.3% | $73,493-62.2% |
| Participation rate | 89.1% | 69.7%+19.5pp | 72.7%+16.5pp | 70.7%+18.5pp |
| Annual return | 37.15% | 17.65%+19.5pp | 1293.73%-1256.6pp | 28.51%+8.6pp |
| Employer contribution / active EE | $1,348 | $2,346-42.5% | $3,262-58.7% | $2,270-40.6% |
| Participant deferral / active EE | $1,641 | $3,039-46.0% | $3,963-58.6% | $3,740-56.1% |
| Admin fee / account holder | $62 | $396-84.3% | $5,613-98.9% | $513-87.8% |