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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $21,970 |
Filed as: EMPOWER ANN INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,633 |
FLORIDA RETIREMENT CONSULTANTS2+ years Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $10,814 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,102 | $59,467-20.8% | $93,727-49.7% | $74,478-36.8% |
| Participation rate | 56.3% | 59.6%-3.3pp | 68.7%-12.4pp | 67.2%-10.9pp |
| Annual return | 10.31% | 82.14%-71.8pp | 133.83%-123.5pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $196 | $1,267-84.5% | $2,421-91.9% | $2,626-92.5% |
| Participant deferral / active EE | $3,362 | $3,052+10.2% | $4,417-23.9% | $4,350-22.7% |
| Admin fee / account holder | $251 | $3,028-91.7% | $8,292-97.0% | $1,946-87.1% |