Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 47-1566880 | Advisory (Participants) | $23,482 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,553 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,742 | $63,314-27.8% | $91,004-49.7% | $62,293-26.6% |
| Participation rate | 98.6% | 73.3%+25.3pp | 75.6%+23.0pp | 69.5%+29.1pp |
| Annual return | 12.56% | 21.00%-8.4pp | 4.60%+8.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $2,307 | $1,807+27.7% | $2,456-6.0% | $2,042+13.0% |
| Participant deferral / active EE | $3,519 | $2,944+19.5% | $3,548-0.8% | $3,169+11.0% |
| Admin fee / account holder | $187 | $468-59.9% | $5,417-96.5% | $479-60.9% |