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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $105,133 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $25,023 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,468 | $70,115+98.9% | $70,589+97.6% | $80,187+73.9% |
| Participation rate | 92.6% | 71.7%+20.9pp | 68.4%+24.2pp | 72.9%+19.6pp |
| Annual return | -7.88% | 134.51%-142.4pp | 32.80%-40.7pp | 40.40%-48.3pp |
| Employer contribution / active EE | $3,105 | $3,021+2.8% | $2,977+4.3% | $2,980+4.2% |
| Participant deferral / active EE | $8,885 | $4,495+97.7% | $4,569+94.5% | $5,016+77.1% |
| Admin fee / account holder | $81 | $112-27.6% | $6,430-98.7% | $145-43.9% |