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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Advisory (Plan) | $38,745 |
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 | $74,934 | $74,089+1.1% | $133,975-44.1% | $55,167+35.8% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.1%+10.9pp | 69.0%+28.9pp |
| Annual return | 17.75% | 12.11%+5.6pp | 29.29%-11.5pp | 169.23%-151.5pp |
| Employer contribution / active EE | $1,584 | $3,064-48.3% | $5,211-69.6% | $1,963-19.3% |
| Participant deferral / active EE | $13,363 | $4,678+185.6% | $6,282+112.7% | $3,054+337.5% |
| Admin fee / account holder | $1 | $458-99.9% | $9,324-100.0% | $504-99.9% |