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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,962 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,288 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,295 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,534 | $45,119-47.8% | $85,126-72.4% | $74,429-68.4% |
| Participation rate | 82.4% | 49.4%+33.0pp | 67.5%+14.9pp | 67.2%+15.2pp |
| Annual return | 11.66% | 26.28%-14.6pp | 66.63%-55.0pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,912 | $2,738+79.4% | $4,523+8.6% | $4,348+13.0% |
| Admin fee / account holder | $546 | $2,214-75.3% | $6,160-91.1% | $1,944-71.9% |