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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) | $40,000 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $33,079 |
Service code 37 · EIN 35-0145825 ONE AMERICA SQUARE · INDIANAPOLIS, IN 462060368 | Loan Processing | $2,807 |
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 | $42,352 | $95,542-55.7% | $69,464-39.0% | $67,579-37.3% |
| Participation rate | 98.3% | 79.4%+18.9pp | 74.6%+23.7pp | 71.3%+27.0pp |
| Annual return | 22.79% | 17.67%+5.1pp | 28.98%-6.2pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,707 | $2,989-42.9% | $2,779-38.6% | $2,148-20.5% |
| Participant deferral / active EE | $2,084 | $3,263-36.1% | $3,536-41.1% | $3,539-41.1% |
| Admin fee / account holder | $143 | $90+59.2% | $3,840-96.3% | $142+0.5% |