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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $32,251 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,955 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,885 | $63,768+37.8% | $98,483-10.8% | $79,391+10.7% |
| Participation rate | 93.2% | 69.9%+23.4pp | 73.3%+19.9pp | 70.7%+22.5pp |
| Annual return | 13.52% | 626.18%-612.7pp | 1494.38%-1480.9pp | 116.88%-103.4pp |
| Employer contribution / active EE | $5,669 | $2,558+121.6% | $2,961+91.5% | $2,428+133.5% |
| Participant deferral / active EE | $4,134 | $3,305+25.1% | $4,276-3.3% | $4,046+2.2% |
| Admin fee / account holder | $224 | $516-56.6% | $5,953-96.2% | $627-64.3% |