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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $235,788 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $74,944 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,031 | $63,259-39.9% | $178,499-78.7% | $93,223-59.2% |
| Participation rate | 35.6% | 72.1%-36.5pp | 81.9%-46.3pp | 74.9%-39.3pp |
| Annual return | 24.22% | 19.93%+4.3pp | 151.10%-126.9pp | 19.29%+4.9pp |
| Employer contribution / active EE | $220 | $1,865-88.2% | $5,011-95.6% | $2,680-91.8% |
| Participant deferral / active EE | $2,028 | $3,372-39.8% | $5,202-61.0% | $4,563-55.5% |
| Admin fee / account holder | $116 | $58+99.9% | $13,986-99.2% | $79+46.5% |