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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $78,812 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,614 |
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 | $32,490 | $66,650-51.3% | $92,916-65.0% | $67,584-51.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 16.15% | 92.64%-76.5pp | 109.45%-93.3pp | 378.59%-362.4pp |
| Employer contribution / active EE | $11,310 | $2,777+307.3% | $3,654+209.6% | $2,148+426.5% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $176 | $199-11.4% | $5,796-97.0% | $142+24.0% |