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 | $10,307 |
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 | $150,968 | $70,083+115.4% | $59,899+152.0% | $55,725+170.9% |
| Participation rate | 99.2% | 78.4%+20.9pp | 74.7%+24.5pp | 70.9%+28.4pp |
| Annual return | 8.56% | 3.13%+5.4pp | 3.46%+5.1pp | 244.93%-236.4pp |
| Employer contribution / active EE | $6,370 | $2,878+121.3% | $2,723+133.9% | $2,078+206.5% |
| Participant deferral / active EE | $6,636 | $3,079+115.5% | $3,402+95.0% | $3,356+97.8% |
| Admin fee / account holder | $19 | $70-72.9% | $3,592-99.5% | $115-83.4% |