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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Participants) | $7,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,065 | $46,599-26.9% | $64,101-46.9% | $75,173-54.7% |
| Participation rate | 63.7% | 65.9%-2.2pp | 72.3%-8.6pp | 67.2%-3.5pp |
| Annual return | 10.22% | 26.06%-15.8pp | 33.72%-23.5pp | 160.72%-150.5pp |
| Employer contribution / active EE | $898 | $1,975-54.5% | $2,749-67.3% | $2,671-66.4% |
| Participant deferral / active EE | $1,992 | $2,837-29.8% | $3,881-48.7% | $4,126-51.7% |
| Admin fee / account holder | $96 | $2,956-96.7% | $3,070-96.9% | $5,651-98.3% |