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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,459 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,481 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,095 | $48,471-73.0% | $182,540-92.8% | $67,579-80.6% |
| Participation rate | 94.7% | 67.2%+27.5pp | 78.0%+16.7pp | 71.3%+23.4pp |
| Annual return | 21.98% | 31.08%-9.1pp | 148.58%-126.6pp | 378.56%-356.6pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,112 | $3,324-36.5% | $5,525-61.8% | $3,539-40.3% |
| Admin fee / account holder | $210 | $151+39.1% | $8,593-97.6% | $142+47.8% |