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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $5,428 |
CARPENTER MORSE GROUP3 years Service code 13 2017 WEST STATE ROAD 434 SUITE 280 · LONGWOOD, FL 32779 | Contract Administrator | $2,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $6,385 | $81,474-92.2% | $133,971-95.2% | $73,493-91.3% |
| Participation rate | 34.2% | 76.4%-42.1pp | 79.8%-45.6pp | 70.7%-36.4pp |
| Annual return | 12.28% | 19.40%-7.1pp | 45.09%-32.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $868 | $3,786-77.1% | $5,047-82.8% | $3,740-76.8% |
| Admin fee / account holder | $0 | $713-100.0% | $8,929-100.0% | $513-100.0% |