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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 874 BRIGHTWATER CIRCLE · MAITLAND, FL 32751 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,075 | $58,093-68.9% | $80,022-77.4% | $56,287-67.9% |
| Participation rate | 68.3% | 73.6%-5.3pp | 75.8%-7.5pp | 69.9%-1.5pp |
| Annual return | -7.41% | 34.63%-42.0pp | 11.22%-18.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $731 | $1,933-62.2% | $2,468-70.4% | $2,111-65.4% |
| Participant deferral / active EE | $2,213 | $3,136-29.4% | $3,686-40.0% | $3,350-33.9% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |