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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 26 311 WEST FLETCHER AVENUE · TAMPA, FL 33612 | Advisory (Participants) | $44,550 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $36,243 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,026 | $101,653+12.2% | $147,080-22.5% | $74,459+53.1% |
| Participation rate | 89.9% | 75.6%+14.4pp | 82.2%+7.7pp | 67.2%+22.7pp |
| Annual return | 12.15% | 8754.98%-8742.8pp | 420.17%-408.0pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $304 | $3,813-92.0% | $4,933-93.8% | $2,626-88.4% |
| Participant deferral / active EE | $6,082 | $7,304-16.7% | $8,066-24.6% | $4,350+39.8% |
| Admin fee / account holder | $511 | $1,752-70.8% | $12,989-96.1% | $1,945-73.7% |