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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $11,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,719 | $76,112-64.9% | $96,534-72.3% | $71,511-62.6% |
| Participation rate | 69.8% | 74.4%-4.6pp | 76.0%-6.2pp | 67.9%+1.8pp |
| Annual return | 13.10% | 22.81%-9.7pp | 25.88%-12.8pp | 28.86%-15.8pp |
| Employer contribution / active EE | $802 | $2,248-64.3% | $2,965-73.0% | $2,589-69.0% |
| Participant deferral / active EE | $2,107 | $4,217-50.0% | $4,851-56.6% | $4,291-50.9% |
| Admin fee / account holder | $111 | $2,708-95.9% | $8,253-98.7% | $1,588-93.0% |