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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $45,455 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,897 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,415 | $52,722-70.8% | $90,461-83.0% | $73,412-79.0% |
| Participation rate | 91.5% | 67.7%+23.8pp | 72.7%+18.8pp | 72.2%+19.3pp |
| Annual return | 17.94% | 20.70%-2.8pp | 1294.76%-1276.8pp | 59.30%-41.4pp |
| Employer contribution / active EE | $1,182 | $1,872-36.8% | $3,264-63.8% | $2,234-47.1% |
| Participant deferral / active EE | $2,019 | $2,810-28.2% | $3,964-49.1% | $3,806-47.0% |
| Admin fee / account holder | $93 | $117-20.7% | $5,617-98.4% | $158-41.3% |