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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 · EIN 35-2552359 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $19,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,040 | $37,213-81.1% | $156,549-95.5% | $63,975-89.0% |
| Participation rate | 40.8% | 65.0%-24.2pp | 84.0%-43.2pp | 71.1%-30.3pp |
| Annual return | 12.61% | 47.89%-35.3pp | 32.23%-19.6pp | 48.65%-36.0pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $876 | $2,070-57.7% | $4,871-82.0% | $3,356-73.9% |
| Admin fee / account holder | $8 | $56-85.3% | $13,027-99.9% | $70-88.2% |