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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 | $48,011-63.1% | $63,803-72.2% | $82,637-78.6% |
| Participation rate | 66.0% | 66.6%-0.6pp | 72.7%-6.7pp | 68.1%-2.1pp |
| Annual return | 12.26% | 19.84%-7.6pp | 543.72%-531.5pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,022 | $1,904-46.3% | $2,532-59.6% | $2,552-60.0% |
| Participant deferral / active EE | $1,844 | $2,846-35.2% | $3,843-52.0% | $4,126-55.3% |
| Admin fee / account holder | $218 | $3,873-94.4% | $5,196-95.8% | $7,339-97.0% |