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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 | $56,460 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $235,493-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 24.6%-24.6pp | 9.9%-9.9pp |
| Annual return | -9.37% | -6.11%-3.3pp | -6.07%-3.3pp | -5.25%-4.1pp |
| Employer contribution / active EE | $0 | $14,192-100.0% | $37,389-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $331-100.0% | $182-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $12,327-100.0% | $3,859-100.0% |