Filed November 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 71 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Brokerage Fees | $16,058 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,384 | $47,479-19.2% | $62,929-39.0% | $82,448-53.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | -1.24% | 20.34%-21.6pp | 1063.93%-1065.2pp | 41.64%-42.9pp |
| Employer contribution / active EE | $3,118 | $1,885+65.4% | $2,505+24.5% | $2,551+22.2% |
| Participant deferral / active EE | $4,005 | $2,870+39.5% | $3,888+3.0% | $4,139-3.2% |
| Admin fee / account holder | $267 | $3,804-93.0% | $5,065-94.7% | $7,234-96.3% |