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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $33,992 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,331 | $65,376+41.2% | $87,104+6.0% | $65,185+41.6% |
| Participation rate | 58.6% | 75.3%-16.7pp | 76.9%-18.3pp | 70.2%-11.6pp |
| Annual return | 23.52% | 31.27%-7.8pp | 28.19%-4.7pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,911 | $1,822+4.8% | $2,521-24.2% | $2,177-12.2% |
| Participant deferral / active EE | $4,166 | $3,388+22.9% | $4,048+2.9% | $3,514+18.5% |
| Admin fee / account holder | $421 | $520-19.0% | $7,491-94.4% | $847-50.3% |