Filed January 18, 2021 (most recent of 5 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $124,283 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $43,764 |
DOEREN MAYHEW3 years Filed as: DOEREN MAYHEW TEXAS PLLC Service code 10 · EIN 36-4745545 | Accounting | $11,500 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,751 | $50,150-50.6% | $149,723-83.5% | $80,169-69.1% |
| Participation rate | 85.9% | 64.3%+21.6pp | 78.8%+7.1pp | 72.9%+12.9pp |
| Annual return | 18.06% | 29.80%-11.7pp | 134.50%-116.4pp | 40.39%-22.3pp |
| Employer contribution / active EE | $1,385 | $1,868-25.9% | $4,821-71.3% | $2,978-53.5% |
| Participant deferral / active EE | $2,301 | $3,195-28.0% | $5,682-59.5% | $5,016-54.1% |
| Admin fee / account holder | $116 | $153-24.3% | $13,215-99.1% | $145-20.2% |