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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $1,093 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,037 | $56,640-52.3% | $78,002-65.3% | $55,167-51.0% |
| Participation rate | 71.4% | 73.3%-1.9pp | 75.5%-4.1pp | 69.0%+2.4pp |
| Annual return | 17.19% | 2868.48%-2851.3pp | 425.99%-408.8pp | 169.23%-152.0pp |
| Employer contribution / active EE | $2,829 | $1,724+64.1% | $2,470+14.5% | $1,963+44.1% |
| Participant deferral / active EE | $6,032 | $2,778+117.1% | $3,497+72.5% | $3,054+97.5% |
| Admin fee / account holder | $90 | $467-80.7% | $5,481-98.4% | $504-82.1% |