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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,500 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,313 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,978 | $60,989-3.3% | $60,906-3.2% | $66,938-11.9% |
| Participation rate | 97.2% | 74.5%+22.7pp | 73.1%+24.1pp | 69.8%+27.4pp |
| Annual return | -12.53% | -9.60%-2.9pp | 16.94%-29.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $3,234 | $2,661+21.6% | $2,703+19.7% | $2,545+27.1% |
| Participant deferral / active EE | $3,325 | $3,615-8.0% | $3,814-12.8% | $4,238-21.5% |
| Admin fee / account holder | $45 | $338-86.8% | $3,227-98.6% | $594-92.5% |