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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Advisory (Plan) | $12,624 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,825 |
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 | $135,637 | $89,652+51.3% | $141,177-3.9% | $65,185+108.1% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.5%+15.2pp | 70.2%+27.5pp |
| Annual return | 24.34% | 32.79%-8.5pp | 71.40%-47.1pp | 29.38%-5.0pp |
| Employer contribution / active EE | $2,011 | $3,065-34.4% | $4,736-57.5% | $2,177-7.6% |
| Participant deferral / active EE | $11,656 | $5,691+104.8% | $6,710+73.7% | $3,514+231.7% |
| Admin fee / account holder | $53 | $569-90.6% | $10,263-99.5% | $847-93.7% |