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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $126,015 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,000 |
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 | $80,513 | $74,347+8.3% | $93,621-14.0% | $67,582+19.1% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 19.12% | 28.07%-9.0pp | 32.76%-13.6pp | 378.57%-359.5pp |
| Employer contribution / active EE | $3,108 | $2,583+20.3% | $2,719+14.3% | $2,148+44.7% |
| Participant deferral / active EE | $5,486 | $4,060+35.1% | $4,070+34.8% | $3,539+55.0% |
| Admin fee / account holder | $416 | $123+239.3% | $7,890-94.7% | $142+192.6% |