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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $138,753 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $65,966 |
HEIN & ASSOCIATES LLP2+ years Service code 10 · EIN 84-0749233 | Accounting | $32,594 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,705 | $80,211-59.2% | $74,184-55.9% | $63,975-48.9% |
| Participation rate | 35.1% | 84.2%-49.1pp | 76.6%-41.5pp | 71.1%-36.1pp |
| Annual return | 7.19% | 14.13%-6.9pp | 17.74%-10.5pp | 48.65%-41.5pp |
| Employer contribution / active EE | $506 | $2,553-80.2% | $2,370-78.6% | $2,182-76.8% |
| Participant deferral / active EE | $1,516 | $4,370-65.3% | $3,550-57.3% | $3,356-54.8% |
| Admin fee / account holder | $173 | $67+157.3% | $5,586-96.9% | $70+145.5% |