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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SW PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $12,731 |
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ALERA GROUP INVESTMENT ADVISORS LLC Service code 27 3 PARKWAY N. · DEERFIELD, IL 60015 | Advisory (Plan) | $7,409 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,437 | $86,897-70.7% | $151,611-83.2% | $64,808-60.8% |
| Participation rate | 64.3% | 87.3%-22.9pp | 87.5%-23.2pp | 71.5%-7.1pp |
| Annual return | -10.83% | -3.57%-7.3pp | 3.33%-14.2pp | 32.82%-43.6pp |
| Employer contribution / active EE | $1,981 | $4,010-50.6% | $6,166-67.9% | $2,506-21.0% |
| Participant deferral / active EE | $3,677 | $6,690-45.0% | $8,363-56.0% | $4,310-14.7% |
| Admin fee / account holder | $96 | $153-37.1% | $11,616-99.2% | $188-48.8% |