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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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,554-18.1% | $67,681-38.8% | $87,485-52.7% |
| Participation rate | 61.3% | 67.7%-6.4pp | 73.7%-12.4pp | 68.9%-7.6pp |
| Annual return | 10.32% | 17.81%-7.5pp | 590.58%-580.3pp | 26.06%-15.7pp |
| Employer contribution / active EE | $885 | $1,988-55.5% | $2,678-67.0% | $2,596-65.9% |
| Participant deferral / active EE | $2,236 | $2,961-24.5% | $3,976-43.7% | $4,274-47.7% |
| Admin fee / account holder | $143 | $4,132-96.5% | $6,100-97.6% | $7,775-98.2% |