Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $60,266 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,105 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,728 | $106,264-31.6% | $147,117-50.6% | $77,762-6.5% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 23.81% | 56.94%-33.1pp | 420.54%-396.7pp | 31.27%-7.5pp |
| Employer contribution / active EE | $6,713 | $4,074+64.8% | $4,932+36.1% | $2,728+146.1% |
| Participant deferral / active EE | $12,370 | $8,003+54.6% | $8,065+53.4% | $4,651+166.0% |
| Admin fee / account holder | $144 | $334-57.1% | $12,993-98.9% | $433-66.8% |