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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Service code 55 · EIN 35-2552359 | Other Commissions | $17,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,077 | $80,753+10.3% | $136,294-34.6% | $62,292+43.0% |
| Participation rate | 48.8% | 73.5%-24.7pp | 81.9%-33.1pp | 69.5%-20.7pp |
| Annual return | 17.93% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,908 | $5,164+33.8% | $6,247+10.6% | $3,169+118.0% |
| Admin fee / account holder | $2 | $525-99.5% | $9,243-100.0% | $479-99.5% |