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 | $13,393 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,607 | $48,327-28.4% | $67,575-48.8% | $80,935-57.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 20.49% | 18.31%+2.2pp | 3528.98%-3508.5pp | 35.66%-15.2pp |
| Employer contribution / active EE | $2,732 | $2,022+35.1% | $2,736-0.1% | $2,757-0.9% |
| Participant deferral / active EE | $3,599 | $2,927+23.0% | $4,003-10.1% | $4,299-16.3% |
| Admin fee / account holder | $187 | $3,692-94.9% | $3,993-95.3% | $6,924-97.3% |