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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $23,994 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,419 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,606 |
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.
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 | $22,499 | $73,638-69.4% | $95,956-76.6% | $73,493-69.4% |
| Participation rate | 90.7% | 76.2%+14.6pp | 77.1%+13.6pp | 70.7%+20.0pp |
| Annual return | 16.28% | 16.78%-0.5pp | 91.63%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $235 | $1,863-87.4% | $2,541-90.7% | $2,270-89.6% |
| Participant deferral / active EE | $3,591 | $3,617-0.7% | $4,167-13.8% | $3,740-4.0% |
| Admin fee / account holder | $97 | $482-79.9% | $6,797-98.6% | $513-81.1% |