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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Participants) | $7,173 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 19 · EIN 23-1945930 | Securities Custodian | $480 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,599 | $42,910-26.4% | $60,919-48.1% | $68,490-53.9% |
| Participation rate | 70.6% | 66.8%+3.8pp | 73.1%-2.5pp | 67.9%+2.7pp |
| Annual return | -11.37% | -13.99%+2.6pp | 16.96%-28.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $990 | $1,978-50.0% | $2,704-63.4% | $2,597-61.9% |
| Participant deferral / active EE | $2,333 | $2,866-18.6% | $3,814-38.8% | $4,028-42.1% |
| Admin fee / account holder | $108 | $3,104-96.5% | $3,228-96.6% | $5,403-98.0% |