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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 12450 BRANTLEY COMMONS CT · FORT MYERS, FL 339075663 | Advisory (Plan) | $8,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,452 | $58,726-5.6% | $142,898-61.2% | $85,847-35.4% |
| Participation rate | 45.3% | 58.5%-13.1pp | 72.0%-26.6pp | 69.3%-24.0pp |
| Annual return | 8.50% | 27.73%-19.2pp | 5639.64%-5631.1pp | 318.61%-310.1pp |
| Employer contribution / active EE | $857 | $1,424-39.8% | $4,146-79.3% | $2,565-66.6% |
| Participant deferral / active EE | $2,407 | $2,609-7.7% | $3,838-37.3% | $3,952-39.1% |
| Admin fee / account holder | $181 | $4,234-95.7% | $6,560-97.2% | $6,261-97.1% |