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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $14,780 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,318 | $58,888-26.4% | $178,498-75.7% | $73,493-41.1% |
| Participation rate | 50.0% | 66.2%-16.2pp | 81.9%-31.9pp | 70.7%-20.7pp |
| Annual return | 13.28% | 24.86%-11.6pp | 151.09%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $800 | $2,236-64.2% | $5,011-84.0% | $2,270-64.8% |
| Participant deferral / active EE | $1,803 | $2,568-29.8% | $5,202-65.3% | $3,740-51.8% |
| Admin fee / account holder | $96 | $400-76.0% | $13,985-99.3% | $513-81.2% |