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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $26,806 |
THE BENEFIT PRACTICE4+ years Service code 49 · EIN 13-4144565 | Other Services | $5,345 |
Service code 50 · EIN 71-0294708 | Direct Payment | $1,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,414 | $106,230-85.5% | $147,080-89.5% | $77,736-80.2% |
| Participation rate | 39.9% | 78.4%-38.5pp | 82.2%-42.3pp | 70.6%-30.7pp |
| Annual return | 26.71% | 56.91%-30.2pp | 420.17%-393.5pp | 31.26%-4.6pp |
| Employer contribution / active EE | $474 | $4,072-88.4% | $4,933-90.4% | $2,728-82.6% |
| Participant deferral / active EE | $2,906 | $8,001-63.7% | $8,066-64.0% | $4,651-37.5% |
| Admin fee / account holder | $11 | $338-96.7% | $12,989-99.9% | $433-97.4% |