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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, INC. Service code 51 801 NORTH ORANGE AVENUE · ORLANDO, FL 32801 | Investment Mgmt Fees | $52,761 |
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Participant contribution per participant 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 | $0 | $52,198-100.0% | $417,381-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 11.0%-11.0pp |
| Annual return | 11.36% | 11.15%+0.2pp | 5.83%+5.5pp | 8.21%+3.1pp |
| Employer contribution / active EE | $12,345 | $9,842+25.4% | $38,332-67.8% | $13,841-10.8% |
| Participant deferral / active EE | $0 | $554-100.0% | $165-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $6,587-100.0% | $1,652-100.0% |