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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SVCS Service code 99 · EIN 47-1566880 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,060 | $52,722-31.6% | $90,461-60.1% | $73,412-50.9% |
| Participation rate | 58.1% | 67.7%-9.6pp | 72.7%-14.6pp | 72.2%-14.1pp |
| Annual return | 12.72% | 20.70%-8.0pp | 1294.76%-1282.0pp | 59.30%-46.6pp |
| Employer contribution / active EE | $374 | $1,872-80.0% | $3,264-88.5% | $2,234-83.3% |
| Participant deferral / active EE | $2,503 | $2,810-10.9% | $3,964-36.9% | $3,806-34.2% |
| Admin fee / account holder | $34 | $117-70.8% | $5,617-99.4% | $158-78.4% |