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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA FINANCIAL SERVICES Service code 26 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Advisory (Participants) | $48,011 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $32,350 |
Service code 37 · EIN 35-0145825 ONE AMERICA SQUARE · INDIANAPOLIS, IN 462060368 | Loan Processing | $2,019 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,479 | $70,083-35.1% | $59,899-24.1% | $55,725-18.4% |
| Participation rate | 81.7% | 78.4%+3.4pp | 74.7%+7.0pp | 70.9%+10.9pp |
| Annual return | -6.55% | 3.13%-9.7pp | 3.46%-10.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,723 | $2,878-40.1% | $2,723-36.7% | $2,078-17.1% |
| Participant deferral / active EE | $1,638 | $3,079-46.8% | $3,402-51.9% | $3,356-51.2% |
| Admin fee / account holder | $173 | $70+146.2% | $3,592-95.2% | $115+50.3% |