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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,539 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 22 | Insurance Broker | $18,214 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,853 | $54,237-63.4% | $90,324-78.0% | $67,582-70.6% |
| Participation rate | 28.0% | 68.6%-40.6pp | 73.3%-45.3pp | 71.3%-43.3pp |
| Annual return | 19.81% | 37.27%-17.5pp | 78.15%-58.3pp | 378.57%-358.8pp |
| Employer contribution / active EE | $399 | $1,846-78.4% | $2,856-86.0% | $2,148-81.4% |
| Participant deferral / active EE | $637 | $2,625-75.7% | $3,885-83.6% | $3,539-82.0% |
| Admin fee / account holder | $138 | $123+12.1% | $5,356-97.4% | $142-2.8% |