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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 26 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Advisory (Participants) | $7,589 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Recordkeeping | $361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,446 | $52,967-48.2% | $172,753-84.1% | $65,186-57.9% |
| Participation rate | 18.4% | 66.2%-47.8pp | 82.6%-64.3pp | 70.2%-51.8pp |
| Annual return | 21.87% | 30.12%-8.3pp | 803.00%-781.1pp | 29.39%-7.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,296 | $2,471-47.6% | $5,198-75.1% | $3,514-63.1% |
| Admin fee / account holder | $234 | $472-50.5% | $13,956-98.3% | $847-72.4% |