Filed August 10, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $20,810 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $17,964 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,596 | $52,507-18.9% | $129,406-67.1% | $74,478-42.8% |
| Participation rate | 94.5% | 53.9%+40.6pp | 69.6%+24.9pp | 67.2%+27.3pp |
| Annual return | 20.68% | 15.64%+5.0pp | 9468.18%-9447.5pp | 1370.56%-1349.9pp |
| Employer contribution / active EE | $21 | $1,534-98.6% | $4,155-99.5% | $2,626-99.2% |
| Participant deferral / active EE | $3,770 | $2,801+34.6% | $4,167-9.5% | $4,350-13.3% |
| Admin fee / account holder | $147 | $2,639-94.4% | $7,689-98.1% | $1,946-92.4% |