Filed September 20, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 · EIN 74-2794194 | Investment Management | $6,943 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $282 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,664 | $74,552+88.7% | $63,018+123.2% | $69,631+102.0% |
| Participation rate | 98.4% | 78.3%+20.1pp | 74.8%+23.6pp | 70.7%+27.7pp |
| Annual return | 11.49% | 15.77%-4.3pp | 87.62%-76.1pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $6,169 | $2,929+110.6% | $2,761+123.5% | $2,032+203.6% |
| Participant deferral / active EE | $6,568 | $2,974+120.8% | $3,330+97.3% | $3,224+103.7% |
| Admin fee / account holder | $14 | $59-77.1% | $3,601-99.6% | $110-87.7% |