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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,095 | $101,317-34.8% | $146,958-55.0% | $74,495-11.3% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.2pp | 67.2%+27.1pp |
| Annual return | 12.24% | 8730.91%-8718.7pp | 418.34%-406.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,570 | $3,810-6.3% | $4,933-27.6% | $2,623+36.1% |
| Participant deferral / active EE | $8,548 | $7,303+17.0% | $8,070+5.9% | $4,346+96.7% |
| Admin fee / account holder | $199 | $1,739-88.6% | $12,998-98.5% | $1,942-89.8% |