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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,763 |
Service code 10 · EIN 91-1125800 | Accounting | $15,981 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,723 | $50,199-6.9% | $70,098-33.3% | $66,930-30.2% |
| Participation rate | 53.8% | 66.3%-12.5pp | 70.5%-16.7pp | 69.8%-16.0pp |
| Annual return | -19.34% | -13.85%-5.5pp | 190.76%-210.1pp | 1.57%-20.9pp |
| Employer contribution / active EE | $889 | $1,864-52.3% | $2,560-65.3% | $2,545-65.1% |
| Participant deferral / active EE | $2,244 | $3,112-27.9% | $3,849-41.7% | $4,238-47.0% |
| Admin fee / account holder | $363 | $600-39.5% | $6,266-94.2% | $593-38.8% |