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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,517 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,045 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,690 | $52,961-76.0% | $172,752-92.7% | $65,185-80.5% |
| Participation rate | 99.5% | 66.2%+33.3pp | 82.6%+16.8pp | 70.2%+29.3pp |
| Annual return | 12.79% | 30.12%-17.3pp | 802.97%-790.2pp | 29.38%-16.6pp |
| Employer contribution / active EE | $2,521 | $2,190+15.1% | $5,144-51.0% | $2,177+15.8% |
| Participant deferral / active EE | $1,519 | $2,471-38.5% | $5,198-70.8% | $3,514-56.8% |
| Admin fee / account holder | $56 | $472-88.2% | $13,955-99.6% | $847-93.4% |