Filed October 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746 | Advisory (Plan) | $23,100 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $14,000 |
FASCORE, LLC1 year Filed as: FASCORE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $180 |
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 | $158,328 | $75,183+110.6% | $123,894+27.8% | $55,167+187.0% |
| Participation rate | 85.9% | 72.8%+13.1pp | 81.4%+4.5pp | 69.0%+16.9pp |
| Annual return | 6.85% | 19.01%-12.2pp | 47.52%-40.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,234 | $5,084+61.9% | $5,984+37.6% | $3,054+169.6% |
| Admin fee / account holder | $48 | $663-92.7% | $8,357-99.4% | $504-90.4% |