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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $27,264 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $12,926 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,212 | $65,083-70.5% | $143,788-86.6% | $66,930-71.3% |
| Participation rate | 81.7% | 65.2%+16.5pp | 80.3%+1.4pp | 69.8%+11.9pp |
| Annual return | -14.61% | -11.13%-3.5pp | -0.03%-14.6pp | 1.57%-16.2pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,065 | $2,920-63.5% | $5,638-81.1% | $4,238-74.9% |
| Admin fee / account holder | $101 | $502-80.0% | $14,675-99.3% | $593-83.1% |