Filed November 6, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,285 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746 | Advisory (Plan) | $26,667 |
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 | $144,673 | $50,637+185.7% | $86,582+67.1% | $62,293+132.2% |
| Participation rate | 93.6% | 67.9%+25.7pp | 73.5%+20.0pp | 69.5%+24.1pp |
| Annual return | 20.73% | 20.80%-0.1pp | 965.08%-944.4pp | 28.90%-8.2pp |
| Employer contribution / active EE | $11,709 | $2,075+464.2% | $2,839+312.3% | $2,042+473.3% |
| Participant deferral / active EE | $9,366 | $2,611+258.7% | $3,609+159.6% | $3,169+195.6% |
| Admin fee / account holder | $256 | $413-38.0% | $4,904-94.8% | $479-46.6% |