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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,248 |
Annual investment return 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 | $66,095 | $101,672-35.0% | $147,117-55.1% | $74,478-11.3% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.2pp | 67.2%+27.1pp |
| Annual return | 12.24% | 8757.83%-8745.6pp | 420.54%-408.3pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $3,570 | $3,813-6.4% | $4,932-27.6% | $2,626+35.9% |
| Participant deferral / active EE | $8,548 | $7,305+17.0% | $8,065+6.0% | $4,350+96.5% |
| Admin fee / account holder | $199 | $1,753-88.7% | $12,993-98.5% | $1,946-89.8% |