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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,410 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 | Advisory (Participants) | $14,046 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $0 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,075 | $52,346-80.8% | $143,788-93.0% | $78,044-87.1% |
| Participation rate | 5.7% | 72.7%-67.0pp | 80.3%-74.6pp | 74.4%-68.8pp |
| Annual return | 0.00% | -14.19%+14.2pp | -0.03%0pp | 10.87%-10.9pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $188 | $3,800-95.0% | $5,638-96.7% | $5,084-96.3% |
| Admin fee / account holder | $56 | $63-11.9% | $14,675-99.6% | $79-29.2% |