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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 32-2552359 | Advisory (Plan) | $27,267 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,936 |
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 | $53,223 | $51,620+3.1% | $90,324-41.1% | $65,186-18.4% |
| Participation rate | 97.7% | 68.6%+29.1pp | 73.3%+24.4pp | 70.2%+27.5pp |
| Annual return | 20.40% | 24.94%-4.5pp | 78.15%-57.8pp | 29.39%-9.0pp |
| Employer contribution / active EE | $5,089 | $2,235+127.7% | $2,856+78.2% | $2,177+133.8% |
| Participant deferral / active EE | $3,057 | $2,871+6.5% | $3,885-21.3% | $3,514-13.0% |
| Admin fee / account holder | $163 | $384-57.5% | $5,356-97.0% | $847-80.7% |