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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Service code 55 · EIN 35-2552359 | Other Commissions | $10,016 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,171 | $55,449-40.2% | $83,831-60.4% | $56,289-41.1% |
| Participation rate | 61.8% | 68.0%-6.2pp | 76.1%-14.3pp | 69.9%-8.0pp |
| Annual return | 8.45% | -1.38%+9.8pp | 850.99%-842.5pp | -9.96%+18.4pp |
| Employer contribution / active EE | $334 | $2,430-86.3% | $3,631-90.8% | $2,111-84.2% |
| Participant deferral / active EE | $2,045 | $2,935-30.3% | $4,082-49.9% | $3,350-38.9% |
| Admin fee / account holder | $11 | $656-98.3% | $5,479-99.8% | $521-97.9% |