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) | $17,325 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $14,160 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,731 | $80,753+112.7% | $136,298+26.0% | $62,293+175.7% |
| Participation rate | 86.4% | 73.5%+12.8pp | 81.9%+4.4pp | 69.5%+16.8pp |
| Annual return | 13.24% | 35.83%-22.6pp | 5156.27%-5143.0pp | 28.90%-15.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,438 | $5,164+63.4% | $6,247+35.1% | $3,169+166.3% |
| Admin fee / account holder | $42 | $525-92.0% | $9,244-99.5% | $479-91.3% |