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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 · EIN 35-2552359 | Other Services | $19,839 |
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,137 | $65,453+4.1% | $86,698-21.4% | $66,938+1.8% |
| Participation rate | 61.7% | 75.5%-13.8pp | 76.6%-14.9pp | 69.8%-8.2pp |
| Annual return | -14.62% | -10.89%-3.7pp | 35.95%-50.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,217 | $2,154-43.5% | $2,837-57.1% | $2,545-52.2% |
| Participant deferral / active EE | $5,287 | $4,102+28.9% | $4,656+13.5% | $4,238+24.7% |
| Admin fee / account holder | $176 | $642-72.6% | $7,493-97.6% | $594-70.3% |