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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC. Service code 26 · EIN 35-2552359 | Advisory (Participants) | $24,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,346 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $176,935 | $138,076+28.1% | $123,553+43.2% | $135,380+30.7% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.29% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $9,300 | $5,152+80.5% | $4,628+100.9% | $4,779+94.6% |
| Participant deferral / active EE | $18,910 | $6,800+178.1% | $6,426+194.3% | $5,609+237.1% |
| Admin fee / account holder | $355 | $10,917-96.7% | $9,284-96.2% | $10,828-96.7% |