Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $29,876 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,945 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $151,316 | $78,339+93.2% | $85,708+76.5% | $93,010+62.7% |
| Participation rate | 91.9% | 72.5%+19.4pp | 69.9%+22.0pp | 73.9%+18.0pp |
| Annual return | 20.22% | 21.17%-0.9pp | 21.49%-1.3pp | 158.70%-138.5pp |
| Employer contribution / active EE | $3,041 | $2,560+18.8% | $2,618+16.2% | $2,705+12.4% |
| Participant deferral / active EE | $8,210 | $3,882+111.5% | $3,922+109.3% | $4,561+80.0% |
| Admin fee / account holder | $23 | $104-78.0% | $6,876-99.7% | $152-84.9% |