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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Participants) | $11,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,408 | $55,457-25.3% | $77,361-46.5% | $94,015-56.0% |
| Participation rate | 61.3% | 69.8%-8.5pp | 75.0%-13.7pp | 70.8%-9.5pp |
| Annual return | 10.32% | 15.57%-5.3pp | 1011.54%-1001.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $885 | $2,255-60.7% | $2,990-70.4% | $2,790-68.3% |
| Participant deferral / active EE | $2,236 | $3,069-27.1% | $3,911-42.8% | $4,249-47.4% |
| Admin fee / account holder | $143 | $4,334-96.7% | $5,894-97.6% | $8,951-98.4% |