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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $51,964 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $32,981 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,107 | $48,744-62.9% | $93,669-80.7% | $199,921-90.9% |
| Participation rate | 76.4% | 63.7%+12.7pp | 68.7%+7.7pp | 72.0%+4.4pp |
| Annual return | 0.00% | 15.36%-15.4pp | 133.59%-133.6pp | 34.28%-34.3pp |
| Employer contribution / active EE | $1,146 | $1,140+0.5% | $2,424-52.7% | $3,035-62.3% |
| Participant deferral / active EE | $1,826 | $2,825-35.4% | $4,416-58.7% | $5,089-64.1% |
| Admin fee / account holder | $49 | $195-74.7% | $8,291-99.4% | $269-81.7% |