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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $127,539 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $61,279 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,806 | $65,223+10.1% | $80,022-10.3% | $55,725+28.9% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -3.78% | 7.59%-11.4pp | 11.22%-15.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,990 | $2,544+17.5% | $2,468+21.2% | $2,078+43.9% |
| Participant deferral / active EE | $5,018 | $3,881+29.3% | $3,686+36.1% | $3,356+49.5% |
| Admin fee / account holder | $447 | $114+291.7% | $6,521-93.1% | $115+288.3% |