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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,129 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $11,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,044 | $58,888-64.3% | $178,499-88.2% | $73,493-71.4% |
| Participation rate | 75.5% | 66.2%+9.3pp | 81.9%-6.4pp | 70.7%+4.8pp |
| Annual return | 16.10% | 24.86%-8.8pp | 151.10%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $925 | $2,568-64.0% | $5,202-82.2% | $3,740-75.3% |
| Admin fee / account holder | $90 | $400-77.5% | $13,986-99.4% | $513-82.4% |