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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,833 |
Service code 13 · EIN 31-1436692 | Contract Administrator | $22,071 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 | Insurance Commissions | $5,348 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,859 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC. Service code 53 · EIN 59-1199408 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $73,687 | $64,286+14.6% | $106,387-30.7% | $55,725+32.2% |
| Participation rate | 44.8% | 75.2%-30.4pp | 77.5%-32.7pp | 70.9%-26.1pp |
| Annual return | -3.98% | 0.84%-4.8pp | 0.25%-4.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $3,520-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,665 | $4,158-35.9% | $5,421-50.8% | $3,356-20.6% |
| Admin fee / account holder | $79 | $102-22.6% | $7,510-98.9% | $115-31.3% |