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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,979 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $8,000 |
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 | $85,533 | $102,255-16.4% | $118,746-28.0% | $77,958+9.7% |
| Participation rate | 95.7% | 84.8%+10.9pp | 78.3%+17.4pp | 71.6%+24.1pp |
| Annual return | 16.91% | 65.05%-48.1pp | 24.54%-7.6pp | 20.87%-4.0pp |
| Employer contribution / active EE | $8,023 | $4,931+62.7% | $4,193+91.4% | $2,310+247.3% |
| Participant deferral / active EE | $6,735 | $5,974+12.7% | $5,332+26.3% | $3,537+90.4% |
| Admin fee / account holder | $70 | $79-10.7% | $10,720-99.3% | $97-27.6% |