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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 20975 SWENSON DRIVE, STE 125 · WAUKESHA, WI 53186 | Advisory (Participants) | $5,578 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,050 | $56,894-27.8% | $84,753-51.6% | $62,881-34.7% |
| Participation rate | 63.0% | 68.5%-5.5pp | 76.6%-13.5pp | 69.3%-6.3pp |
| Annual return | 10.17% | 6.30%+3.9pp | 22.78%-12.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $156 | $2,400-93.5% | $3,574-95.6% | $2,281-93.2% |
| Participant deferral / active EE | $3,120 | $2,709+15.2% | $3,712-16.0% | $3,203-2.6% |
| Admin fee / account holder | $6,589 | $3,581+84.0% | $5,333+23.5% | $4,296+53.4% |