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 5707 SW PKWY 2 SUITE 400 · AUSTIN, TX 787356213 | Advisory (Plan) | $28,875 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $14,655 |
Participant contribution per participant 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 | $160,654 | $206,359-22.1% | $123,553+30.0% | - |
| Participation rate | 86.7% | 72.1%+14.6pp | 82.3%+4.5pp | - |
| Annual return | -1.55% | -5.77%+4.2pp | 119.21%-120.8pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $4,628-100.0% | - |
| Participant deferral / active EE | $9,356 | $5,785+61.7% | $6,426+45.6% | - |
| Admin fee / account holder | $58 | $21,386-99.7% | $9,284-99.4% | - |