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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $58,724 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $240,250 | $78,339+206.7% | $85,708+180.3% | $93,010+158.3% |
| Participation rate | 77.8% | 72.5%+5.3pp | 69.9%+7.9pp | 73.9%+3.9pp |
| Annual return | 16.32% | 21.17%-4.9pp | 21.49%-5.2pp | 158.70%-142.4pp |
| Employer contribution / active EE | $7,681 | $2,560+200.1% | $2,618+193.4% | $2,705+183.9% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,922-100.0% | $4,561-100.0% |
| Admin fee / account holder | $44 | $104-57.8% | $6,876-99.4% | $152-71.1% |