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| 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 | $106,247-31.5% | $147,096-50.6% | $77,714-6.4% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 23.81% | 56.87%-33.1pp | 419.75%-395.9pp | 31.26%-7.4pp |
| Employer contribution / active EE | $6,713 | $4,069+65.0% | $4,936+36.0% | $2,727+146.2% |
| Participant deferral / active EE | $12,370 | $7,996+54.7% | $8,071+53.3% | $4,649+166.1% |
| Admin fee / account holder | $144 | $338-57.6% | $13,005-98.9% | $433-66.9% |