Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $50,554-65.0% | $67,681-73.8% | $87,485-79.8% |
| Participation rate | 66.0% | 67.7%-1.8pp | 73.7%-7.8pp | 68.9%-3.0pp |
| Annual return | 12.26% | 17.81%-5.6pp | 590.58%-578.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,022 | $1,988-48.6% | $2,678-61.8% | $2,596-60.6% |
| Participant deferral / active EE | $1,844 | $2,961-37.7% | $3,976-53.6% | $4,274-56.8% |
| Admin fee / account holder | $218 | $4,132-94.7% | $6,100-96.4% | $7,775-97.2% |