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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $35,952 |
Filed as: KESTRA ADVISOR SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $27,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,592 | $121,341-69.0% | $189,537-80.2% | $79,391-52.6% |
| Participation rate | 66.5% | 86.1%-19.6pp | 87.8%-21.3pp | 70.7%-4.2pp |
| Annual return | 14.57% | 21.08%-6.5pp | 555.34%-540.8pp | 116.88%-102.3pp |
| Employer contribution / active EE | $1,483 | $3,915-62.1% | $6,161-75.9% | $2,428-38.9% |
| Participant deferral / active EE | $4,069 | $6,395-36.4% | $8,220-50.5% | $4,046+0.6% |
| Admin fee / account holder | $259 | $651-60.2% | $12,048-97.8% | $627-58.6% |