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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,442 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,382 |
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 | $14,098 | $54,237-74.0% | $90,324-84.4% | $67,582-79.1% |
| Participation rate | 89.9% | 68.6%+21.3pp | 73.3%+16.6pp | 71.3%+18.6pp |
| Annual return | 22.66% | 37.27%-14.6pp | 78.15%-55.5pp | 378.57%-355.9pp |
| Employer contribution / active EE | $1,140 | $1,846-38.2% | $2,856-60.1% | $2,148-46.9% |
| Participant deferral / active EE | $1,912 | $2,625-27.2% | $3,885-50.8% | $3,539-46.0% |
| Admin fee / account holder | $96 | $123-22.5% | $5,356-98.2% | $142-32.8% |