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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) | $46,283 |
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 | $101,216 | $89,739+12.8% | $149,721-32.4% | $62,293+62.5% |
| Participation rate | 97.5% | 85.1%+12.4pp | 87.1%+10.5pp | 69.5%+28.0pp |
| Annual return | 18.25% | 21.01%-2.8pp | 1501.67%-1483.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,588 | $3,233-50.9% | $5,444-70.8% | $2,042-22.2% |
| Participant deferral / active EE | $12,080 | $4,797+151.8% | $6,568+83.9% | $3,169+281.2% |
| Admin fee / account holder | $15 | $551-97.3% | $11,282-99.9% | $479-96.9% |