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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 71 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Brokerage Fees | $19,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,708 | $47,479-62.7% | $62,929-71.9% | $82,448-78.5% |
| Participation rate | 66.0% | 66.9%-0.9pp | 73.1%-7.2pp | 68.1%-2.1pp |
| Annual return | 12.26% | 20.34%-8.1pp | 1063.93%-1051.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,022 | $1,885-45.8% | $2,505-59.2% | $2,551-59.9% |
| Participant deferral / active EE | $1,844 | $2,870-35.8% | $3,888-52.6% | $4,139-55.4% |
| Admin fee / account holder | $218 | $3,804-94.3% | $5,065-95.7% | $7,234-97.0% |