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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 | $45,123-47.8% | $85,240-72.4% | $74,478-68.4% |
| Participation rate | 82.4% | 49.4%+33.0pp | 67.5%+14.8pp | 67.2%+15.2pp |
| Annual return | 11.66% | 26.32%-14.7pp | 66.75%-55.1pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,912 | $2,736+79.5% | $4,527+8.5% | $4,350+12.9% |
| Admin fee / account holder | $546 | $2,215-75.3% | $6,165-91.1% | $1,946-71.9% |