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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 32-2552359 5707 SW PARKWAY · AUSTIN, TX 787356213 | Advisory (Plan) | $5,400 |
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 | $123,384 | $55,002+124.3% | $59,899+106.0% | $56,289+119.2% |
| Participation rate | 88.0% | 75.9%+12.1pp | 74.7%+13.3pp | 69.9%+18.1pp |
| Annual return | 8.62% | 1.13%+7.5pp | 3.46%+5.2pp | -9.96%+18.6pp |
| Employer contribution / active EE | $2,907 | $2,448+18.8% | $2,723+6.8% | $2,111+37.7% |
| Participant deferral / active EE | $4,820 | $3,121+54.4% | $3,402+41.7% | $3,350+43.9% |
| Admin fee / account holder | $18 | $236-92.2% | $3,592-99.5% | $521-96.5% |