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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 | $101,591-34.9% | $147,096-55.1% | $74,429-11.2% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.2pp | 67.2%+27.1pp |
| Annual return | 12.24% | 8746.45%-8734.2pp | 419.75%-407.5pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $3,570 | $3,813-6.4% | $4,936-27.7% | $2,625+36.0% |
| Participant deferral / active EE | $8,548 | $7,302+17.1% | $8,071+5.9% | $4,348+96.6% |
| Admin fee / account holder | $199 | $1,750-88.6% | $13,005-98.5% | $1,944-89.8% |