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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $70,653 |
Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $24,666 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,030 | $81,301+110.4% | $76,089+124.8% | $199,921-14.5% |
| Participation rate | 93.4% | 70.1%+23.3pp | 69.1%+24.3pp | 72.0%+21.4pp |
| Annual return | 17.68% | 16.31%+1.4pp | 360.94%-343.3pp | 34.28%-16.6pp |
| Employer contribution / active EE | $3,506 | $3,352+4.6% | $2,690+30.3% | $3,035+15.5% |
| Participant deferral / active EE | $9,191 | $4,721+94.7% | $4,259+115.8% | $5,089+80.6% |
| Admin fee / account holder | $56 | $145-61.5% | $6,418-99.1% | $269-79.2% |