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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 | $20,537 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,926 | $46,553-59.3% | $64,056-70.5% | $75,163-74.8% |
| Participation rate | 74.7% | 65.9%+8.8pp | 72.3%+2.4pp | 67.2%+7.5pp |
| Annual return | 10.07% | 26.03%-16.0pp | 33.69%-23.6pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,034 | $1,974-47.6% | $2,747-62.3% | $2,670-61.3% |
| Participant deferral / active EE | $2,025 | $2,837-28.6% | $3,880-47.8% | $4,125-50.9% |
| Admin fee / account holder | $228 | $2,952-92.3% | $3,068-92.6% | $5,651-96.0% |