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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,401 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,223 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,192 | $66,124+27.3% | $90,461-6.9% | $73,497+14.6% |
| Participation rate | 94.9% | 69.7%+25.3pp | 72.7%+22.2pp | 70.7%+24.2pp |
| Annual return | 12.35% | 17.65%-5.3pp | 1294.76%-1282.4pp | 28.51%-16.2pp |
| Employer contribution / active EE | $5,769 | $2,346+145.9% | $3,264+76.8% | $2,270+154.1% |
| Participant deferral / active EE | $3,877 | $3,039+27.6% | $3,964-2.2% | $3,740+3.7% |
| Admin fee / account holder | $267 | $396-32.6% | $5,617-95.2% | $513-47.9% |